· 2022–2024 · DOL EFAST2

Home Services Advisors, LLC — Home Services, Form 5500 (2024)

Original filing (PDF)20260330131108NAL0020575842001

Home Services Advisors, LLC

Form 5500-SF

FILING_RECEIVED

Home Services Advisors, LLC SOCA Benefit Plan

Health & welfare plan · Home Services Advisors, LLC's Home Services Advisors, LLC SOCA Benefit Plan held $987 in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$987

Net assets (EOY)

$322

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)

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

2024-09-01

Tax period

2025-08-31

Filed

2026-03-30

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

Dejohn Flynn Mylott Funeral Home

Dejohn Flynn Mylott Funeral Home SOCA Benefit Plan

$1K · 6 participants

The Bradley Funeral Home

The Bradley Funeral Home WHAT Benefit Plan

$1K · 5 participants

Boyd Funeral Home Inc.

Boyd Funeral Home Inc. SOCA Benefit Plan

$924 · 3 participants

Gilbert Funeral Home and Crematory

Gilbert Funeral Home and Crematory CBS Benefit Plan

$908 · 1 participants

Zundo Holdings SOCA Benefit Plan

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