Original filing (PDF)20250613132114NAL0013623731001

BOXWOOD MANAGEMENT LLC

Name: BOXWOOD MANAGEMENT LLC — BOXWOOD MANAGEMENT LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: BOXWOOD MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

BOXWOOD MANAGEMENT LLC RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOXWOOD MANAGEMENT LLC.

Plan sponsor

Name

BOXWOOD MANAGEMENT LLC

EIN

56-2367093

Address

7123 WILLOWOOD DR · WEST CHESTER, OH · 452411062

Phone

(513) 779-1468

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

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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