Original filing (PDF)20250428091005NAL0026726210001

KOCHER & BARNEY, LLC

Name: KOCHER & BARNEY, LLC — KOCHER & BARNEY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KOCHER & BARNEY, LLC

Form 5500-SF

FILING_RECEIVED

KOCHER & BARNEY PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOCHER & BARNEY, LLC.

Plan sponsor

Name

KOCHER & BARNEY, LLC

EIN

45-0486959all filings

Address

101 1/2 MADISON STREET · PORT CLINTON, OH · 43452

Phone

(419) 732-3135

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