· 2022–2024 · DOL EFAST2

Upstate Music Therapy Center, LLC — Upstate Music, Form 5500 (2025)

Original filing (PDF)20260714131742NAL0001955696002

Upstate Music Therapy Center, LLC

Form 5500-SF

FILING_RECEIVED

Upstate Music Therapy Center. LLC 40l(k) Plan

401(k) retirement plan · Upstate Music Therapy Center, LLC's Upstate Music Therapy Center. LLC 40l(k) Plan held $1.7M in plan assets for 9 participants in 2025.

Active participants

9

Accounts w/ balance

8

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

59

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSTATE MUSIC THERAPY CENTER, LLC.

Plan sponsor

Name

UPSTATE MUSIC THERAPY CENTER, LLC

EIN

20-2910719all filings

Address

401 PENBROOKE DR. BLDG. 3 SUITE SE · PENFIELD, NY · 14526

Phone

(585) 377-1000

Industry

Educational 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

2026-07-14

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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