Original filing (PDF)20250630153203NAL0006660467001

SOTTILE & BARILE, LLC

Name: SOTTILE & BARILE, LLC — SOTTILE & BARILE LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SOTTILE & BARILE, LLC

Form 5500-SF

FILING_RECEIVED

SOTTILE & BARILE LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOTTILE & BARILE, LLC.

Plan sponsor

Name

SOTTILE & BARILE, LLC

EIN

80-0595929

Address

394 WARDS CORNER RD · LOVELAND, OH · 45140

Phone

(216) 339-2332

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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