Original filing (PDF)20240124195613NAL0014180673001

SYNERGISTIC LLC DBA NEW STONE AMERICAS

Name: SYNERGISTIC LLC DBA NEW STONE AMERICAS — NEW STONE AMERICAS 401(K) PLAN, Form 5500 (2023)
Creator: SYNERGISTIC LLC DBA NEW STONE AMERICAS

Form 5500-SF

FILING_RECEIVED

NEW STONE AMERICAS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 SYNERGISTIC LLC DBA NEW STONE AMERICAS.

Plan sponsor

Name

SYNERGISTIC LLC DBA NEW STONE AMERICAS

EIN

47-2336625

Address

26865 INTERSTATE 45 · THE WOODLANDS, TX · 77380

Phone

(832) 616-3790

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

2024-01-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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