Original filing (PDF)20231128141142NAL0007846785001

CF EDUCATIONAL SOLUTIONS

Name: CF EDUCATIONAL SOLUTIONS — CF EDUCATIONAL SOLUTIONS SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: CF EDUCATIONAL SOLUTIONS

Form 5500-SF

FILING_RECEIVED

CF EDUCATIONAL SOLUTIONS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 CF EDUCATIONAL SOLUTIONS.

Plan sponsor

Name

CF EDUCATIONAL SOLUTIONS

EIN

82-2859825all filings

Address

2400 SCHROFF DRIVE · MIDDLETOWN, OH · 45042

Phone

(770) 365-0193

Industry

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

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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 Professional & Technical Services plans

CONSUMER FIRST FINANCIAL, PLLC

CONSUMER FIRST FINANCIAL 401(K) PLAN

DEMOCRACY ASCENT ADVISORS

DEMOCRACY ASCENT ADVISORS 401(K) PLAN

SERVIQ, INC

SERVIQ 401(K) PLAN

PREDICA INC.

PREDICA INC. RETIREMENT TRUST

BAR VIN LLC

JPM ADVISORY, LLC

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