Original filing (PDF)20250729141549NAL0004055504001

SAPIENTIA VENTURES LLC

Name: SAPIENTIA VENTURES LLC — SAPIENTIA VENTURES LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: SAPIENTIA VENTURES LLC

Form 5500-SF

FILING_RECEIVED

SAPIENTIA VENTURES LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$107

Net assets (EOY)

$38

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 SAPIENTIA VENTURES LLC.

Plan sponsor

Name

SAPIENTIA VENTURES LLC

EIN

88-3936717

Address

320 EAST MARKET ST · WARREN, OH · 44481

Phone

(330) 815-0254

Industry

Finance & Insurancesee 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 Finance & Insurance plans

CINCY SECURITY AND SOUND

CINCY SECURITY AND SOUND SOCA BENEFIT PLAN

$107 · 3 participants

SKYBOX FINANCIAL GROUP LLC

SKYBOX FINANCIAL GROUP LLC OFB BENEFIT PLAN

$106 · 3 participants

PROXY ADVISORY GROUP LLC

PROXY ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$100 · 2 participants

CHARLES FINANCIAL STRATEGIES LLC

$97 · 1 participants

SUMMIT VALUE STREAMS, LLC

SUMMIT VALUE STREAMS, LLC OFB BENEFIT PLAN