Original filing (PDF)20250729141245NAL0004856912001

SCHNEIDER & ASSOCIATES

Name: SCHNEIDER & ASSOCIATES — SCHNEIDER & ASSOCIATES SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: SCHNEIDER & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SCHNEIDER & ASSOCIATES SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$737

Net assets (EOY)

$261

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 SCHNEIDER & ASSOCIATES.

Plan sponsor

Name

SCHNEIDER & ASSOCIATES

EIN

45-3815880all filings

Address

7781 COOPER RD · STE 4 · CINCINNATI, OH · 452427728

Phone

(513) 834-5899

Industry

Real Estatesee 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 Real Estate plans

LISA G SPEAKS LLC

LISA G SPEAKS LLC SOCA BENEFIT PLAN

$750 · 2 participants

BENNAT PROPERTIES LLC

BENNAT PROPERTIES LLC MCF BENEFIT PLAN

$716 · 2 participants

ANDREW W DIELMANN REALTY CO,INC

ANDREW W DIELMANN REALTY CO,INC MCF BENEFIT PLAN

$764 · 6 participants

14952 PROPERTY LLC

14952 PROPERTY LLC CHAMBER BENEFIT ARRANGEMENT PLAN

$764 · 1 participants

PLATINUM REALTY GROUP, LLC

PLATINUM REALTY GROUP, LLC MCF BENEFIT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.