Original filing (PDF)20251010160407NAL0013487248001

STONY BROOK BUSINESS VENTURES, LLC

Name: STONY BROOK BUSINESS VENTURES, LLC — STONY BROOK BUSINESS VENTURES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: STONY BROOK BUSINESS VENTURES, LLC

Form 5500

FILING_RECEIVED

STONY BROOK BUSINESS VENTURES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

2,365

Accounts w/ balance

2,184

Plan assets (EOY)

$83.4M

Net assets (EOY)

$83.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONY BROOK BUSINESS VENTURES, LLC.

Plan sponsor

Name

STONY BROOK BUSINESS VENTURES, LLC

EIN

27-3466435

Address

500 COMMACK ROAD · SUITE 206 · COMMACK, NY · 11725

Phone

(631) 615-8264

Industry

Offices of Physicians· 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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$94K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$50K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 pooled fund· $2.4M(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.