Original filing (PDF)20241129074353NAL0019354418001

CR EXCHANGE, LLC

Name: CR EXCHANGE, LLC — CR EXCHANGE, LLC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: CR EXCHANGE, LLC

Form 5500-SF

FILING_RECEIVED

CR EXCHANGE, LLC SOCA 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 CR EXCHANGE, LLC.

Plan sponsor

Name

CR EXCHANGE, LLC

EIN

74-2063218

Address

1184 CLEVELAND RD · SANDUSKY, OH · 44870

Phone

(419) 621-8835

Industry

Retail Tradesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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 Retail Trade plans

HOMER MEN & BOYS STORE, INC

HOMER MEN & BOYS STORE, INC PROFIT SHARING PLAN

BROWN BOX TEES

BROWN BOX TEES 401(K) PLAN

NAME OF THE GAME EMBROIDERY INC

NAME OF THE GAME EMBROIDERY INC 401K PS PLAN

MRQT, LLC

MRQT 401(K) PLAN

MORRIS AND SONS CO.

MORRIS AND SONS CO. 401(K) PROFIT SHARING PLAN