How big is Synergy Benefit Advisors, Inc.'s plan?

Synergy Benefit Advisors, Inc.'s plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250516084238NAL0015346147001

Synergy Benefit Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Synergy Benefit Advisors, Inc. Defined Benefit Plan

Defined-benefit pension plan · Synergy Benefit Advisors, Inc.'s Synergy Benefit Advisors, Inc. Defined Benefit Plan held $1.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Synergy Benefit Advisors, Inc.'s EIN is 20-0497087.

EIN 20-0497087

Plan number 001

Plan year 2024

ACK ID 20250516084238NAL0015346147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Benefit Advisors, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGY BENEFIT ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off