Original filing (PDF)20251229133004NAL0010227939001

MARISA MCNEE

Name: MARISA MCNEE — MARISA MCNEE CBS BENEFIT PLAN, Form 5500 (2024)
Creator: MARISA MCNEE

Form 5500-SF

FILING_RECEIVED

MARISA MCNEE CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$646

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 MARISA MCNEE.

Plan sponsor

Name

MARISA MCNEE

EIN

57-1535206all filings

Address

812 WILLARD STREET · COVINGTON, KY · 41011

Phone

(917) 733-2351

Industry

Professional & Technical Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

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

ROOTED CREATIVE AGENCY

ROOTED CREATIVE AGENCY SOCA BENEFIT PLAN

$2K · 6 participants

MINIMAL IN DESIGN, LLC

MINIMAL IN DESIGN 401(K) PLAN

$2K · 4 participants

PRECISION REVISION INC.

PRECISION REVISION INC. 401(K) PLAN

$2K · 5 participants

EXCEL CREATIVE LLC

EXCEL CREATIVE LLC 401(K) PLAN

$2K · 4 participants

GAVIN BARBARA DESIGNS INC

GAVIN BARBARA DESIGNS INC 401K PLAN

$2K

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.