Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

SYNERGY RIA COMPLIANCE SOLUTIONS, LLC 401(k) Plan

What public Form 5500 filings show about the SYNERGY RIA COMPLIANCE SOLUTIONS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$382K
Participants
11
Plans on file
1

The SYNERGY RIA COMPLIANCE SOLUTIONS, LLC 401(k) on its latest Form 5500

SYNERGY RIA COMPLIANCE SOLUTIONS, LLC (EIN 84-4448446) reports SYNERGY RIA COMPLIANCE SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $382K in plan assets across 11 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 RIA COMPLIANCE SOLUTIONS, LLC filing — schedules, fees, and providers.

Who runs the SYNERGY RIA COMPLIANCE SOLUTIONS, LLC 401(k)?

SYNERGY RIA COMPLIANCE SOLUTIONS, LLC’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 RIA COMPLIANCE SOLUTIONS, LLCHR for the recordkeeper’s name and login.

How to check your SYNERGY RIA COMPLIANCE SOLUTIONS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SYNERGY RIA COMPLIANCE SOLUTIONS, 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).
More on this employer: SYNERGY RIA COMPLIANCE SOLUTIONS, LLC — all Form 5500 filings (EIN 84-4448446) · North Carolina employer EIN lookup · Form 5500 search
SYNERGY RIA COMPLIANCE SOLUTIONS, LLC 401(k) Plan — Form 5500