Original filing (PDF)20231128141655NAL0008449377001

OAKWOOD ESTATES ONE, LLC

Name: OAKWOOD ESTATES ONE, LLC — OAKWOOD ESTATES ONE, LLC SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: OAKWOOD ESTATES ONE, LLC

Form 5500-SF

FILING_RECEIVED

OAKWOOD ESTATES ONE, 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 OAKWOOD ESTATES ONE, LLC.

Plan sponsor

Name

OAKWOOD ESTATES ONE, LLC

EIN

41-2252812

Address

27800 CEDAR ROAD · BEACHWOOD, OH · 44122

Phone

(216) 831-1400

Industry

Real Estatesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

502

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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

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S AND P PROPERTIES

S AND P PROPERTIES SOCA BENEFIT PLAN