Synergy Holdings, Inc. 401(k) Plan
What public Form 5500 filings show about the Synergy Holdings, Inc. 401(k) plan — and how to find and check your own account.
The Synergy Holdings, Inc. 401(k) on its latest Form 5500
Synergy Holdings, Inc. (EIN 76-0323244) reports SYNERGY HOLDINGS, INC 401(K) PLAN on its most recent Form 5500, with $547K in plan assets across 51 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 Holdings, Inc. filing — schedules, fees, and providers.
Who runs the Synergy Holdings, Inc. 401(k)?
Synergy Holdings, 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 Holdings, Inc.HR for the recordkeeper’s name and login.
How to check your Synergy Holdings, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Synergy Holdings, 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).