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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

SYNERGY OF MONTICELLO, INC. 401(k) Plan

What public Form 5500 filings show about the SYNERGY OF MONTICELLO, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$394K
Participants
5
Plans on file
1

The SYNERGY OF MONTICELLO, INC. 401(k) on its latest Form 5500

SYNERGY OF MONTICELLO, INC. (EIN 20-3394615) reports SYNERGY OF MONTICELLO, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $394K in plan assets across 5 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 OF MONTICELLO, INC. filing — schedules, fees, and providers.

Who runs the SYNERGY OF MONTICELLO, INC. 401(k)?

SYNERGY OF MONTICELLO, 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 OF MONTICELLO, INC.HR for the recordkeeper’s name and login.

How to check your SYNERGY OF MONTICELLO, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SYNERGY OF MONTICELLO, 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).
More on this employer: SYNERGY OF MONTICELLO, INC. — all Form 5500 filings (EIN 20-3394615) · New York employer EIN lookup · Form 5500 search
SYNERGY OF MONTICELLO, INC. 401(k) Plan — Form 5500