Original filing (PDF)20251001135700NAL0031769458001

EDWARD J. BOSCH, JR. & ASSOCIATES, LLC

Name: EDWARD J. BOSCH, JR. & ASSOCIATES, LLC — EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: EDWARD J. BOSCH, JR. & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

EDWARD J. BOSCH, JR. & ASSOCIATES, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 EDWARD J. BOSCH, JR. & ASSOCIATES, LLC.

Plan sponsor

Name

EDWARD J. BOSCH, JR. & ASSOCIATES, LLC

EIN

81-1818021all filings

Address

541 BUTTERMILK PIKE, SUITE 305 · CRESCENT SPRINGS, KY · 41017

Phone

(859) 746-9110

Industry

Finance & Insurancesee all

Plan administrator