How big is Policy Matters Ohio's plan?

Policy Matters Ohio's plan reported $2.2M in assets and 29 participants for 2024.

Original filing (PDF)20250721150046NAL0000758467001

Policy Matters Ohio

Name: Policy Matters Ohio — Form 5500 (2024)
Creator: Policy Matters Ohio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Policy Matters Ohio

Defined-contribution retirement plan · Policy Matters Ohio held $2.2M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Hannah Halbert signed Policy Matters Ohio's 2024 Form 5500 as plan administrator.

Hannah Halbert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Policy Matters Ohio's EIN is 34-1921881.

EIN 34-1921881

Plan number 001

Plan year 2024

ACK ID 20250721150046NAL0000758467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Policy Matters Ohio from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLICY MATTERS OHIO.

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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.

Plan sponsor

Name

POLICY MATTERS OHIO

EIN

all filings

Address

C-EAST · 3631 PERKINS AVE STE 4 · CLEVELAND, OH · 441144705

Phone

(216) 361-9801

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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