Synergy Benefit Advisors, Inc. 401(k) Plan

The Synergy Benefit Advisors, Inc. 401(k) on its latest Form 5500

Synergy Benefit Advisors, Inc. (EIN 20-0497087) reports SYNERGY BENEFIT ADVISORS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $41K in plan assets across 2 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 Synergy Benefit Advisors, Inc. filing — schedules, fees, and providers.

Who runs the Synergy Benefit Advisors, Inc. 401(k)?

Synergy Benefit Advisors, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Synergy Benefit Advisors, Inc.HR for the recordkeeper’s name and login.

How to check your Synergy Benefit Advisors, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Synergy Benefit Advisors, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).