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Original filing (PDF)20251126141126NAL0002462243001
SPIRIT AUTO GROUP LLC
Form 5500-SF
FILING_RECEIVED
SPIRIT AUTO GROUP LLC SOCA BENEFIT PLAN
Health & welfare plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$193
Net assets (EOY)
$66
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPIRIT AUTO GROUP LLC.
Plan sponsor
Name
SPIRIT AUTO GROUP LLC
EIN
82-5195498
Address
7724 S CLEVELAND MASSILLON ROAD · CLINTON, OH · 44216
Phone
(330) 642-6141
Industry
Retail Tradesee 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)
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