Original filing (PDF)20251028123221NAL0006896065001

HS INVESTMENT VENTURES, LLC

Name: HS INVESTMENT VENTURES, LLC — HS INVESTMENT VENTURES, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: HS INVESTMENT VENTURES, LLC

Form 5500-SF

FILING_RECEIVED

HS INVESTMENT VENTURES, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 HS INVESTMENT VENTURES, LLC.

Plan sponsor

Name

HS INVESTMENT VENTURES, LLC

EIN

45-4093684

Address

285 EAST MAIN STREET · P.O. BOX 57 · KIRKERSVILLE, OH · 43033

Phone

(740) 927-6900

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-12

Filed

2025-10-28

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

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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