Original filing (PDF)20230914130351NAL0049935890001

ENZA FINANCIAL, LLC

Name: ENZA FINANCIAL, LLC — ENZA FINANCIAL, LLC RETIREMENT PLAN, Form 5500 (2022)
Creator: ENZA FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

ENZA FINANCIAL, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 ENZA FINANCIAL, LLC.

Plan sponsor

Name

ENZA FINANCIAL, LLC

EIN

47-1337968

Address

6450 ROCKSIDE WOODS BLVD · SOUTH #150 · INDEPENDENCE, OH · 44131

Phone

(216) 236-0700

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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