Original filing (PDF)20241004102617NAL0020224352001

CORE SYNERGY LLC

Name: CORE SYNERGY LLC — CORE SYNERGY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: CORE SYNERGY LLC

Form 5500-SF

FILING_RECEIVED

CORE SYNERGY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE SYNERGY LLC.

Plan sponsor

Name

CORE SYNERGY LLC

EIN

27-1778464

Address

15 EXCHANGE PL STE 1110 · JERSEY CITY, NJ · 073023912

Phone

(201) 324-5288

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-04

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

IROQUOIS CAPITAL GROUP, INC.

IROQUOIS CAPITAL GROUP, INC. 401(K) PLAN

$2.4M · 3 participants

COLVILLE MANAGEMENT CORP.

COLVILLE MANAGEMENT CORP. CASH BALANCE PENSION PLAN

$2.4M · 3 participants

J&V INVESTMENT CO., INC.

J&V INVESTMENT CO., INC. PROFIT SHARING PLAN

$2.4M · 24 participants

TERAGRAM LLC

TERAGRAM LLC 401(K) PROFIT SHARING PLAN & TRUST

$2.4M · 23 participants

IVERA GROUP INC.

IVERA GROUP 401(K) PLAN

$2.4M · 35 participants