Original filing (PDF)20251126141112NAL0009518306001

RITTGERS AND RITTGERS

Name: RITTGERS AND RITTGERS — RITTGERS AND RITTGERS SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: RITTGERS AND RITTGERS

Form 5500-SF

FILING_RECEIVED

RITTGERS AND RITTGERS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$65K

Net assets (EOY)

$22K

Plan health score (directional)

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

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 RITTGERS AND RITTGERS.

Plan sponsor

Name

RITTGERS AND RITTGERS

EIN

82-2818503all filings

Address

12 E WARREN ST · LEBANON, OH · 45036

Phone

(513) 932-2115

Industry

Law Offices· Professional & Technical 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

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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 Law Offices plans

VREEBURG & CATTRY PLLC

VREEBURG & CATTRY PLLC 401(K) PROFIT SHARING PLAN

$65K

SEARBY, PLLC

SEARBY LAW, PLLC 401(K) PROFIT SHARING PLAN

$65K · 3 participants

HARRY I. KATZ, P.C.

HARRY I. KATZ, PC RETIREMENT PLAN

$65K · 4 participants

LAW OFFICES OF STACY TOLCHIN

$65K · 3 participants

GINZBURG & BRONSHTEYN APC

GINZBURG & BRONSHTEYN APC 401(K) PLAN

$65K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.