· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SYNERGY BENEFIT ADVISORS, INC. — SYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250516084238NAL0015346147001
SYNERGY BENEFIT ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
SYNERGY BENEFIT ADVISORS, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SYNERGY BENEFIT ADVISORS, INC.
.
Find decision makers
Plan sponsor
Name
SYNERGY BENEFIT ADVISORS, INC.
EIN
20-0497087
Address
636 ANGELICA CIRCLE · CARY, NC · 27518
Phone
(919) 510-5980
Industry
Finance & Insurance
see 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
2025-05-16
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
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
Related plans
Similar-size Finance & Insurance plans
BENEFIT SOURCE, INC.
BENEFIT SOURCE, INC. 401(K) PLAN
$1.8M · 15 participants
MSC INSURANCE AGENCY, LLC
MSC INSURANCE AGENCY, LLC 401(K) RETIREMENT PLAN
$1.8M · 16 participants
BROKERS HOLDING GROUP, LLC
BROKERS HOLDING GROUP 401(K) PLAN
$1.8M · 15 participants
UNUM GROUP
UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN
$1.8M · 9,213 participants
DAWN CHAMBERS AGENCY, INC.
DAWN CHAMBERS AGENCY, INC. 401(K) PLAN
$1.8M · 6 participants
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
DISABILITY INSURANCE SERVICES, INC.
DISABILITY INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 15 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
