What public Form 5500 filings show about the Synergy Community Cooperative (d/b/a Synergy Cooperative) 401(k) plan — and how to find and check your own account.
Synergy Community Cooperative (d/b/a Synergy Cooperative) (EIN 39-1764869) reports CO-OP 401(K) PLAN on its most recent Form 5500, with $22.9M in plan assets across 336 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 Community Cooperative (d/b/a Synergy Cooperative) filing — schedules, fees, and providers.
Synergy Community Cooperative (d/b/a Synergy Cooperative)’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 Community Cooperative (d/b/a Synergy Cooperative)HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN, INSURANCE CENTER, EMPLOYEE BENEFITS, JA COUNTER & ASSOCIATES.
