Original filing (PDF)20251009134158NAL0011050688002

SYNERGY OF MONTICELLO, INC.

Name: SYNERGY OF MONTICELLO, INC. — SYNERGY OF MONTICELLO, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SYNERGY OF MONTICELLO, INC.

Form 5500-SF

FILING_RECEIVED

SYNERGY OF MONTICELLO, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGY OF MONTICELLO, INC..

Plan sponsor

Name

SYNERGY OF MONTICELLO, INC.

EIN

20-3394615all filings

Address

64 JEFFERSON STREET · SUITE 1 · MONTICELLO, NY · 12701

Phone

(845) 791-8800

Industry