Original filing (PDF)20260216062949NAL0004752272001

THE SYNERGOS INSTITUTE

Name: THE SYNERGOS INSTITUTE — THE SYNERGOS INSTITUTE 403(B) DEFINED CONTRIBUTION PLAN TIAA-CREF, Form 5500 (2024)
Creator: THE SYNERGOS INSTITUTE

Form 5500-SF

FILING_RECEIVED

THE SYNERGOS INSTITUTE 403(B) DEFINED CONTRIBUTION PLAN TIAA-CREF

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SYNERGOS INSTITUTE.

Plan sponsor

Name

THE SYNERGOS INSTITUTE

EIN

13-3392006

Address

1 EAST 53RD STREET 7TH FLOOR · NEW YORK, NY · 10022

Phone

(646) 963-2100

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-02-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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