Original filing (PDF)20230124142247NAL0009438321001

MONTROY DEVELOPMENT LLC

Name: MONTROY DEVELOPMENT LLC — SPIN-OFF TERMINATION PLAN FOR MONTROY DEVELOPMENT LLC, Form 5500 (2022)
Creator: MONTROY DEVELOPMENT LLC

Form 5500-SF

FILING_RECEIVED

SPIN-OFF TERMINATION PLAN FOR MONTROY DEVELOPMENT LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTROY DEVELOPMENT LLC.

Plan sponsor

Name

MONTROY DEVELOPMENT LLC

EIN

80-0081127

Address

5880 FISHER ROAD · EAST SYRACUSE, NY · 13057

Phone

(315) 251-1101

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

PINNACLE EMPLOYEE SERVICES, LLC

EIN

47-1368882

City

EAST SYRACUSE, NY

Phone

(315) 251-1101

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-14

Filed

2023-01-24

Pension benefit codes

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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