What public Form 5500 filings show about the Synergy Windows and Doors 401(k) plan — and how to find and check your own account.
Synergy Windows and Doors (EIN 82-2045824) reports SYNERGY WINDOWS AND DOORS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $343K in plan assets across 15 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 Windows and Doors filing — schedules, fees, and providers.
Synergy Windows and Doors’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 Windows and DoorsHR for the recordkeeper’s name and login.
