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Original filing (PDF)20251015104544NAL0009153138001
SYNERGY ENTERPRISES, INCORPORATED
Form 5500
FILING_RECEIVED
SEI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
115
Accounts w/ balance
189
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
32 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNERGY ENTERPRISES, INCORPORATED.
Plan sponsor
Name
SYNERGY ENTERPRISES, INCORPORATED
EIN
04-3755253
Address
6116 EXECUTIVE BLVD, SUITE 311 · NORTH BETHESDA, MD · 20852
Phone
(240) 485-1700
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Auditor
PLATFORM CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
Investments
31 direct securities · 32 pooled funds· $24.2M(100% of reported assets)
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.
Uncategorized
$12.1M
31 holdings
Common Collective Trust
$12.1M
32 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST COMPANY | — | — | $0 | $2.7M | 22.1% | |
| MYWAYRTMT IDX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $2.7M | 22.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $1.9M | 15.7% | |
| MYWAYRTMT IDX RETIREMENT FD GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $1.9M | 15.7% | |
| MYWAYRTMT IDX 2045 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $1.7M | 14.2% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $1.7M | 14.2% | |
| MYWAYRTMT IDX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $1.4M | 11.4% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $1.4M | 11.4% | |
| MYWAYRTMT IDX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $1.3M | 10.7% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $1.3M | 10.7% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $1.1M | 9.2% | |
| MYWAYRTMT IDX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $1.1M | 9.2% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $623K | 5.1% | |
| MYWAYRTMT IDX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $623K | 5.1% | |
| MYWAYRTMT IDX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $462K | 3.8% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $462K | 3.8% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $176K | 1.4% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $176K | 1.4% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $144K | 1.2% | |
| MYWAYRETIREMENT LRG CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $144K | 1.2% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $109K | 0.9% | |
| BLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $109K | 0.9% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $81K | 0.7% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $81K | 0.7% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $79K | 0.7% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $79K | 0.7% | |
| MYWAYRETIREMENT LRG CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $68K | 0.6% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $68K | 0.6% | |
| Participant Loans | — | — | $0 | $40K | 0.3% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $28K | 0.2% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $28K | 0.2% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $27K | 0.2% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $27K | 0.2% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $24K | 0.2% | |
| MYWAYRETIREMENT SM CAP VAL R GREAT GRAY TRUST COMPANY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $24K | 0.2% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $23K | 0.2% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $23K | 0.2% | |
| MYWAYRETIREMENT GLOBAL BOND R GREAT GRAY TRUST COMPANY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $22K | 0.2% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $22K | 0.2% | |
| MYWAYRETIREMENT INTERNATIONAL GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $18K | 0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $18K | 0.1% | |
| BLACKROCK U.S. TIPS INDEX CL 1 GREAT GRAY TRUST COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $18K | 0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $18K | 0.1% | |
| MYWAYRETIREMENT MULTI-SEC BD R GREAT GRAY TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $16K | 0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $16K | 0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $16K | 0.1% | |
| MYWAYRETIREMENT CORE BOND R FD GREAT GRAY TRUST COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $16K | 0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $13K | 0.1% | |
| MYWAYRETIREMENT EMERG MRKTS R GREAT GRAY TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $13K | 0.1% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $8K | <0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $8K | <0.1% | |
| MYWAYRETIREMENT SM CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $7K | <0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $7K | <0.1% | |
| MYWAYRETIREMENT MID CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $5K | <0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $5K | <0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $2K | <0.1% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT REAL ESTATE R GREAT GRAY TRUST COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $2K | <0.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $2K | <0.1% | |
| MYWAYRETIREMENT BALANCED R FD GREAT GRAY TRUST COMPANY · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $2K | <0.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $1K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| MYWAYRTMT IDX 2025 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065299 / PN 382 | Common Collective Trust | — | — | $0 | <0.1% |
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