Original filing (PDF)20251126140957NAL0009510850001

TPB INVESTMENTS LLC

Name: TPB INVESTMENTS LLC — TPB INVESTMENTS LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: TPB INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

TPB INVESTMENTS LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$623

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 TPB INVESTMENTS LLC.

Plan sponsor

Name

TPB INVESTMENTS LLC

EIN

86-2517438all filings

Address

738 PARK AVE · TERRACE PARK, OH · 45174

Phone

(513) 482-0842

Industry

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

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 Information / Tech / Media plans

SPIRIT COMMUNICATIONS, INC

SPIRIT COMMUNICATIONS, INC SOCA BENEFIT PLAN

$2K · 3 participants

THOROUGHBRED COMMUNICATIONS, INC.

THOROUGHBRED COMMUNICATIONS, INC. EMPLOYEES' SAVINGS PLAN

$2K

CDI INDUSTRIES, INC.

CDI INDUSTRIES, INC. SOCA BENEFIT PLAN

$2K · 5 participants

TRASKOM LLC

TRASKOM LLC CBIN BENEFIT PLAN

$1K · 5 participants

MELLOW MOUNTAIN RADIO LLC

MELLOW MOUNTAIN RADIO 401(K) PLAN

$1K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.