Original filing (PDF)20250923155433NAL0006564497001

WRAPAROUND SERVICES OF THE HUDSON VALLEY

Name: WRAPAROUND SERVICES OF THE HUDSON VALLEY — WRAPAROUND SERVICES OF THE HUDSON VALLEY 403(B) PLAN, Form 5500 (2024)
Creator: WRAPAROUND SERVICES OF THE HUDSON VALLEY

Form 5500-SF

FILING_RECEIVED

WRAPAROUND SERVICES OF THE HUDSON VALLEY 403(B) PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

286

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WRAPAROUND SERVICES OF THE HUDSON VALLEY.

Plan sponsor

Name

WRAPAROUND SERVICES OF THE HUDSON VALLEY

EIN

14-1377518

Address

250 TUYTENBRIDGE ROAD · P.O. BOX 1488 · LAKE KATRINE, NY · 12449

Phone

(845) 336-7235

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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