How big is Symbio, LLC.'s plan?

Symbio, LLC.'s plan reported $7.0M in assets and 68 participants for 2025.

Original filing (PDF)20260325115750NAL0002197075001

Symbio, LLC.

Name: Symbio, LLC. — Symbio, LLC. Retirement Plan, Form 5500 (2025)
Creator: Symbio, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Symbio, LLC. Retirement Plan

401(k) retirement plan · Symbio, LLC.'s Symbio, LLC. Retirement Plan held $7.0M in plan assets for 68 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Symbio, LLC.'s EIN is 03-0415343.

EIN 03-0415343

Plan number 001

Plan year 2025

ACK ID 20260325115750NAL0002197075001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Symbio, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Symbio, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SYMBIO, LLC.

EIN

all filings

Address

21 PERRY STREET · PORT JEFFERSON, NY · 11777

Phone

(631) 474-8531

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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