How big is Synergy Consulting Services Inc.'s plan?

Synergy Consulting Services Inc.'s plan reported $407K in assets and 39 participants for 2024.

Original filing (PDF)20250603054415NAL0027995762001

Synergy Consulting Services Inc.

Name: Synergy Consulting Services Inc. — Form 5500 (2024)
Creator: Synergy Consulting Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Synergy Consulting Services Inc. held $407K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

People on this filing

Peter Stanfield signed Synergy Consulting Services Inc.'s 2024 Form 5500 as plan administrator.

Peter Stanfield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Synergy Consulting Services Inc.'s EIN is 14-1869078.

EIN 14-1869078

Plan number 001

Plan year 2024

ACK ID 20250603054415NAL0027995762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Synergy Consulting Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Consulting Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off