Synergy Health Partners, LLC. 401(k) Plan
What public Form 5500 filings show about the Synergy Health Partners, LLC. 401(k) plan — and how to find and check your own account.
The Synergy Health Partners, LLC. 401(k) on its latest Form 5500
Synergy Health Partners, LLC. (EIN 85-0939667) reports SYNERGY HEALTH PARTNERS 401(K) PLAN on its most recent Form 5500, with $7.1M in plan assets across 161 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 Health Partners, LLC. filing — schedules, fees, and providers.
Who runs the Synergy Health Partners, LLC. 401(k)?
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 Synergy Health Partners, LLC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, WILSHIRE ADVISORS.
How to check your Synergy Health Partners, LLC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask Synergy Health Partners, LLC. 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).