Original filing (PDF)20251126140550NAL0002521747001

CARNATION FINANCIAL

Name: CARNATION FINANCIAL — CARNATION FINANCIAL SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: CARNATION FINANCIAL

Form 5500-SF

FILING_RECEIVED

CARNATION FINANCIAL SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 CARNATION FINANCIAL.

Plan sponsor

Name

CARNATION FINANCIAL

EIN

46-4974730all filings

Address

1007 E LINCOLNWAY · STE B · MINERVA, OH · 44657

Phone

(330) 522-0044

Industry

Professional & Technical Servicessee 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

2024-08-01

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 Professional & Technical Services plans

NATIONAL POLYMER LABS

NATIONAL POLYMER LABS SOCA BENEFIT PLAN

LIFEMAX LABORATORIES

LIFEMAX LABORATORIES INC. 401(K) PLAN

TREATMENT RESEARCH INSTITUTE

TRI DEFINED CONTRIBUTION RETIREMENT PLAN

A.S.T.H.M.A., INC.

A.S.T.H.M.A., INC. 403(B) PLAN

COMMONWEALTH RESEARCH INSTITUTE

COMMONWEALTH RESEARCH INSTITUTE 403(B) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.