Original filing (PDF)20250729141041NAL0007737458001

JT DILLARD LLC

Name: JT DILLARD LLC — JT DILLARD LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: JT DILLARD LLC

Form 5500-SF

FILING_RECEIVED

JT DILLARD LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JT DILLARD LLC.

Plan sponsor

Name

JT DILLARD LLC

EIN

38-3685424

Address

25906 EMERY ROAD · CLEVELAND, OH · 44112

Phone

(440) 605-9000

Industry

Retail Tradesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Retail Trade plans

P.J.B. HOME CENTER, INC.

P.J.B. HOME CENTER, INC. 401(K) PLAN.

A. BOILARD SONS, INC.

A. BOILARD SONS, INC. PROFIT SHARING 401(K) PLAN & TRUST

SCOTT STEEL, LLC.

SCOTT STEEL, LLC. SOCA BENEFIT PLAN

BMBC LLC

BMBC 401K PLAN

HAYNES HOME CENTER INC.

HAYNES HOME CENTER RETIREMENT PLAN