How big is Synergy Intelligence Holdings, LLC's plan?

Synergy Intelligence Holdings, LLC's plan reported $3.1M in assets and 1 participants for 2024.

Original filing (PDF)20251015144239NAL0005164481001

Synergy Intelligence Holdings, LLC

Name: Synergy Intelligence Holdings, LLC — Synergy Intelli, Form 5500 (2024)
Creator: Synergy Intelligence Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Intelligence Holdings, LLC Profit Sharing Plan

401(k) retirement plan · Synergy Intelligence Holdings, LLC's Synergy Intelligence Holdings, LLC Profit Sharing Plan held $3.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Synergy Intelligence Holdings, LLC's EIN is 13-4189242.

EIN 13-4189242

Plan number 001

Plan year 2024

ACK ID 20251015144239NAL0005164481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Synergy Intelligence Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Intelligence Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGY INTELLIGENCE HOLDINGS, LLC.

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SYNERGY INTELLIGENCE HOLDINGS, LLC

EIN

all filings

Address

65 WEST 55TH STREET- SUITE 4G · NEW YORK, NY · 10019

Phone

(212) 262-1100

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator