Original filing (PDF)20251010094127NAL0007455329001

SJ SLOMBERG, INC. DBA EQUITY FINANC

Name: SJ SLOMBERG, INC. DBA EQUITY FINANC — EQUITY FINANCIAL SERVICES INDIVIDUAL CASH BALANCE PLAN, Form 5500 (2024)
Creator: SJ SLOMBERG, INC. DBA EQUITY FINANC

Form 5500-SF

FILING_RECEIVED

EQUITY FINANCIAL SERVICES INDIVIDUAL CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SJ SLOMBERG, INC. DBA EQUITY FINANC.

Plan sponsor

Name

SJ SLOMBERG, INC. DBA EQUITY FINANC

EIN

34-1941455all filings

Address

1697 HIBBARD DRIVE · PO BOX 1628 · STOW, OH · 44224

Phone

(330) 807-3329

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator