Original filing (PDF)20260520094024NAL0001777617001

Synergetics Installations Worldwide, Inc.

Name: Synergetics Installations Worldwide, Inc. — Form 5500 Plan 002 (2025)
Creator: Synergetics Installations Worldwide, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Synergetics 401(k) Plan

401(k) retirement plan · Synergetics Installations Worldwide, Inc.'s Synergetics 401(k) Plan covered 46 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGETICS INSTALLATIONS WORLDWIDE, INC..

Plan sponsor

Name

SYNERGETICS INSTALLATIONS WORLDWIDE, INC.

EIN

all filings

Address

75 CONGRESS STREET · SUITE 201 · PORTSMOUTH, NH · 03801

Phone

(603) 433-8940

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $930K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.