Original filing (PDF)20251126140805NAL0002454707001

PORTAGE TREE FARM LLC

Name: PORTAGE TREE FARM LLC — PORTAGE TREE FARM LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: PORTAGE TREE FARM LLC

Form 5500-SF

FILING_RECEIVED

PORTAGE TREE FARM LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

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 PORTAGE TREE FARM LLC.

Plan sponsor

Name

PORTAGE TREE FARM LLC

EIN

46-4738058

Address

3420 STATE ROUTE 44 · ROOTSTOWN, OH · 44272

Phone

(330) 221-5535

Industry

Admin Support & Waste Mgmtsee 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

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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 Admin Support & Waste Mgmt plans

SOD SMITH LLC

SOD SMITH LLC 401(K) PLAN

$5K · 2 participants

JD LANDSCAPES, LLC

JD LANDSCAPES, LLC GFB BENEFIT PLAN

$5K · 1 participants

ZOES SOLUTION SERVICES LLC

$5K · 1 participants

WELLNESS LANDSCAPE INC 401K

$5K

MARINELLI LANDSCAPE MAINTENANC

MARINELLI LANDSCAPE MAINTENANC 401(K) PROFIT SHARING PLAN & TRUST

$5K · 3 participants