Original filing (PDF)20250729140635NAL0001671523001

ANDREW J DEVANTIER FINANCIAL PLANNING

Name: ANDREW J DEVANTIER FINANCIAL PLANNING — ANDREW J DEVANTIER FINANCIAL PLANNING SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: ANDREW J DEVANTIER FINANCIAL PLANNING

Form 5500-SF

FILING_RECEIVED

ANDREW J DEVANTIER FINANCIAL PLANNING SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$949

Net assets (EOY)

$336

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 ANDREW J DEVANTIER FINANCIAL PLANNING.

Plan sponsor

Name

ANDREW J DEVANTIER FINANCIAL PLANNING

EIN

36-3820339all filings

Address

4136 MACDUFF WAY · DUBLIN, OH · 43016

Phone

(614) 284-1067

Industry

Finance & Insurancesee all

Plan administrator