What public Form 5500 filings show about the I2C Synergy, Inc. 401(k) plan — and how to find and check your own account.
I2C Synergy, Inc. (EIN 23-1702839) reports I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $29.0M in plan assets across 149 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full I2C Synergy, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your I2C Synergy, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ORENDA RETIREMENT, M HOLDINGS SECURITIES.
