Original filing (PDF)20250327132153NAL0017352769001

HOME SERVICES ADVISORS, LLC

Name: HOME SERVICES ADVISORS, LLC — HOME SERVICES ADVISORS, LLC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: HOME SERVICES ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

HOME SERVICES ADVISORS, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$488

Net assets (EOY)

$150

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 HOME SERVICES ADVISORS, LLC.

Plan sponsor

Name

HOME SERVICES ADVISORS, LLC

EIN

88-2572802all filings

Address

2555 GREENVILLE ROAD NE · CORTLAND, OH · 44410

Phone

(330) 360-3913

Industry

Other Services (ex. Public Admin)see 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

2023-11-01

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 Other Services (ex. Public Admin) plans

ROSPERT FUNERAL HOME

ROSPERT FUNERAL HOME SOCA BENEFIT PLAN

$489 · 2 participants

SPENCE MILLER FUNERAL HOME

SPENCE MILLER FUNERAL HOME SOCA BENEFIT PLAN

$483 · 2 participants

HBP STRONGSVILLE LLC

HBP STRONGSVILLE LLC SOCA BENEFIT PLAN

$478 · 4 participants

STITH FUNERAL HOMES, LLC

STITH FUNERAL HOMES, LLC MCF BENEFIT PLAN

$471 · 3 participants

RH BRUNS VAULT AND MONUMENT CO

RH BRUNS VAULT AND MONUMENT CO MCF BENEFIT PLAN

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