Original filing (PDF)20250727094654NAL0001751634001

INDIVIDUAL COUPLE AND FAMILY T

Name: INDIVIDUAL COUPLE AND FAMILY T — INDIVIDUAL COUPLE AND FAMILY T 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: INDIVIDUAL COUPLE AND FAMILY T

Form 5500-SF

FILING_RECEIVED

INDIVIDUAL COUPLE AND FAMILY T 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDIVIDUAL COUPLE AND FAMILY T.

Plan sponsor

Name

INDIVIDUAL COUPLE AND FAMILY T

EIN

45-3791237

Address

6135 MEMORIAL DR · DUBLIN, OH · 430179005

Phone

(614) 403-5953

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