Original filing (PDF)20251229133146NAL0025958992001

SCHER DAIRY QUEEN

Name: SCHER DAIRY QUEEN — SCHER DAIRY QUEEN CBS BENEFIT PLAN, Form 5500 (2024)
Creator: SCHER DAIRY QUEEN

Form 5500-SF

FILING_RECEIVED

SCHER DAIRY QUEEN CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHER DAIRY QUEEN.

Plan sponsor

Name

SCHER DAIRY QUEEN

EIN

61-1316548

Address

3509 LANSDOWNE DRIVE · LEXINGTON, KY · 40517

Phone

(859) 983-2358

Industry

Accommodation & Food 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

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