Original filing (PDF)20250729140751NAL0006080210001

BOZICH FOOD SERVICE

Name: BOZICH FOOD SERVICE — BOZICH FOOD SERVICE SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: BOZICH FOOD SERVICE

Form 5500-SF

FILING_RECEIVED

BOZICH FOOD SERVICE SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$572

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 BOZICH FOOD SERVICE.

Plan sponsor

Name

BOZICH FOOD SERVICE

EIN

82-1182948

Address

1569 TOWNSHIP ROAD 373 · RICHMOND, OH · 43944

Phone

(740) 632-8921

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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 Accommodation & Food Services plans

DESERT NUTRITION LLC

DESERT NUTRITION 401K

$2K · 5 participants

CTA MANAGEMENT GROUP

CTA MANAGEMENT GROUP CBS BENEFIT PLAN

$2K · 2 participants

ROBERT CRAWFORD & ASSOCIATES INC

ROBERT CRAWFORD & ASSOCIATES INC 401K

$2K · 1 participants

CRENOS PIZZA CO

CRENOS PIZZA CO SOCA BENEFIT PLAN

$2K · 3 participants

JOE'S FISHMARKET, INC.

JOE'S FISHMARKET, INC. SOCA BENEFIT PLAN

$2K · 5 participants