· 2022–2024 · DOL EFAST2

USONIA ADVISORY GROUP LLC — USONIA ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250411145646NAL0026331713001

USONIA ADVISORY GROUP LLC

Form 5500-SF

FILING_RECEIVED

USONIA ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for USONIA ADVISORY GROUP LLC.

Plan sponsor

Name

USONIA ADVISORY GROUP LLC

EIN

81-3154049all filings

Address

59 SUNSET DR UNIT 101A · BRIARCLIFF MANOR, NY · 105101559

Phone

(914) 432-5800

Industry

Information / Tech / Mediasee 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

2025-04-11

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)

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

Related plans

Similar-size Information / Tech / Media plans

LITWIN BOOKS LLC

LITWIN BOOKS LLC 401K PROFIT SHARING PLAN

$335K · 4 participants

HEYDAY 401(K) PLAN

$331K · 12 participants

CORD COMMUNICATIONS, INC.

CORD COMMUNICATIONS, INC. 401(K) PLAN

LIGHTHOUSE PRESS INC.

LIGHTHOUSE PRESS 401K PLAN

$321K · 2 participants

TEXAS BOOK LLC 401(K) PROFIT SHARING PLAN & TRUST

$316K · 20 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.