Original filing (PDF)20250729141620NAL0004870464001

VERGE IMPACT PARTNERS

Name: VERGE IMPACT PARTNERS — VERGE IMPACT PARTNERS SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: VERGE IMPACT PARTNERS

Form 5500-SF

FILING_RECEIVED

VERGE IMPACT PARTNERS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$102

Net assets (EOY)

$36

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 VERGE IMPACT PARTNERS.

Plan sponsor

Name

VERGE IMPACT PARTNERS

EIN

83-4063027all filings

Address

584 S KELLNER ROAD · COLUMBUS, OH · 43209

Phone

(614) 450-0527

Industry

Admin Support & Waste Mgmtsee 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 Admin Support & Waste Mgmt plans

THE VALLUZZI GROUP, LLC

THE VALLUZZI GROUP 401(K) PLAN

$106 · 20 participants

PRO J&W LAWN AND LANDSCAPE LLC

PRO J&W LAWN AND LANDSCAPE LLC 401(K) PROFIT SHARING PLAN & TRUST

$106 · 4 participants

J D SCHLEGEL LANDSCAPING COMPANY

J D SCHLEGEL LANDSCAPING COMPANY MCF BENEFIT PLAN

$107 · 2 participants

LANDCRAFTERS LLC

LANDCRAFTERS CT LLC 401(K) PROFIT SHARING PLAN & TRUST

$97 · 1 participants

LAWN SHARK LANDSCAPING INC

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