What public Form 5500 filings show about the Synergy Services Inc. 401(k) plan — and how to find and check your own account.
Synergy Services Inc. (EIN 43-0970674) reports SYNERGY SERVICES INC. 401(K) PLAN on its most recent Form 5500, with $3.2M in plan assets across 211 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 Services Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Alerus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Synergy Services Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, CHARLES SCHWAB & CO.
