Original filing (PDF)20250327091752NAL0026280672001

THERTON ADVISORY LLC

Name: THERTON ADVISORY LLC — THERTON ADVISORY LLC CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2024)
Creator: THERTON ADVISORY LLC

Form 5500-SF

FILING_RECEIVED

THERTON ADVISORY LLC CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$240

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 THERTON ADVISORY LLC.

Plan sponsor

Name

THERTON ADVISORY LLC

EIN

92-1419966all filings

Address

861 WEST HILL DR · GATES MILLS, OH · 44040

Phone

(650) 391-8249

Industry

Professional & Technical Servicessee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-02-01

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

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