Original filing (PDF)20241129074345NAL0019353378001

CONTRACT GUARDIAN

Name: CONTRACT GUARDIAN — CONTRACT GUARDIAN SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: CONTRACT GUARDIAN

Form 5500-SF

FILING_RECEIVED

CONTRACT GUARDIAN 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 CONTRACT GUARDIAN.

Plan sponsor

Name

CONTRACT GUARDIAN

EIN

82-4715336all filings

Address

7100 E PLEASANT VALLEY RD · STE 210 · INDEPENDENCE, OH · 44131

Phone

(216) 520-1333

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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 Software Publishers plans

NEW RHINO, LLC

NEW RHINO, LLC 401(K) PLAN

BAMSEC, INC.

BAMSEC, INC. 401(K) PLAN

ONEHQ

ONEHQ 401(K) PLAN

CARROT HEALTH, INC

CARROT HEALTH 401(K) PLAN

VALEPRO LLC

VALEPRO LLC 401(K) PLAN

BUDGET BLIND OF AMHERST

BUDGET BLIND OF AMHERST SOCA BENEFIT PLAN

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