Original filing (PDF)20250729141652NAL0001689907001

YOUNG WEALTH MANAGEMENT

Name: YOUNG WEALTH MANAGEMENT — YOUNG WEALTH MANAGEMENT SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: YOUNG WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

YOUNG WEALTH MANAGEMENT SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$158

Net assets (EOY)

$56

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YOUNG WEALTH MANAGEMENT.

Plan sponsor

Name

YOUNG WEALTH MANAGEMENT

EIN

46-3004855

Address

6641 N HIGH ST STE 200 · COLUMBUS, OH · 43085

Phone

(419) 410-7388

Industry

Utilitiessee 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

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