Prachee Devadas signed Synergy Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Synergy Enterprises, Inc.'s EIN is 04-3755253.
Download the official 2024 Form 5500 (PDF) for Synergy Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Synergy Enterprises, Inc.'s plan includes an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1531281 | — | INVESTMENT MANAGEMENT | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in interest-bearing cash] | Other | — | — | $1.5M | 40.7% | |
| [Assets held in common stock] | Other | — | — | $1.4M | 39.2% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $724K | 20.1% |
