· 2022–2024 · DOL EFAST2

M & S FINANCIAL SERVICES — M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)

Original filing (PDF)20250327091801NAL0009277203001

M & S FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$963

Net assets (EOY)

$217

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 M & S FINANCIAL SERVICES.

Plan sponsor

Name

M & S FINANCIAL SERVICES

DBA

GREAT LAKES CPA'S

EIN

45-4167676all filings

Address

27865 CLEMANS ROAD · STE 1 · WESTLAKE, OH · 44145

Phone

(440) 871-3724

Industry

Professional & Technical Servicessee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

502

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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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