Original filing (PDF)20251126140430NAL0002518883001

BMO HOLDINGS, LLC

Name: BMO HOLDINGS, LLC — BMO HOLDINGS, LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: BMO HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

BMO HOLDINGS, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BMO HOLDINGS, LLC.

Plan sponsor

Name

BMO HOLDINGS, LLC

EIN

47-1281246

Address

1227 WILMINGTON AVE · DAYTON, OH · 45420

Phone

(937) 938-6873

Industry

Accommodation & Food 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

2024-05-01

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 Accommodation & Food Services plans

MOZZA PI LLC

MOZZA PI LLC CBS BENEFIT PLAN

$6K · 3 participants

ALEXANDRIA CORPORATION

PARTHENON DINER 401(K) PLAN

$6K · 184 participants

PONDI'S INC.

PONDI'S INC. SOCA BENEFIT PLAN

$6K · 10 participants

MANNYS CATERING

$6K · 19 participants

DETROIT MINI DONUT

DETROIT MINI DONUT 401(K) PLAN

$6K · 14 participants