Original filing (PDF)20250327132318NAL0026546160001

LORI ROAD HOUSE LLC

Name: LORI ROAD HOUSE LLC — LORI ROAD HOUSE LLC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: LORI ROAD HOUSE LLC

Form 5500-SF

FILING_RECEIVED

LORI ROAD HOUSE LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$828

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 LORI ROAD HOUSE LLC.

Plan sponsor

Name

LORI ROAD HOUSE LLC

EIN

86-3023786all filings

Address

4554 LONG WOOD COURT · HAMILTON, OH · 45011

Phone

(502) 572-8322

Industry

Accommodation & Food Servicessee 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

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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 Accommodation & Food Services plans

KIMS SWEET TREATS

KIM'S SWEET TREATS LLC

$3K · 4 participants

A AND G RESTAURANT INC.

A AND G RESTAURANT INC. MCF BENEFIT PLAN

$3K · 4 participants

CABEZA Y MANOS LLC

CABEZA Y MANOS LLC 401(K) PLAN

$3K · 1 participants

PUBLIC SQUARE COFFEE HOUSE INC

PUBLIC SQUARE COFFEE HOUSE, INC

$3K · 29 participants

BIG OL HOG, LLC

BIG OL HOG, LLC MCF BENEFIT PLAN

$3K · 5 participants

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