Original filing (PDF)20250516102527NAL0020230401001

SWEET OCCASION INC

Name: SWEET OCCASION INC — SWEET OCCASION INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SWEET OCCASION INC

Form 5500-SF

FILING_RECEIVED

SWEET OCCASION INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWEET OCCASION INC.

Plan sponsor

Name

SWEET OCCASION INC

EIN

34-1791715

Address

105 FAIRLAWN AVE · ELYRIA, OH · 440356111

Phone

(440) 823-8550

Industry