How big is Synfinii's plan?

Synfinii's plan reported $14.6M in assets and 66 participants for 2025.

Original filing (PDF)20260504131715NAL0005036528001

Synfinii

Name: Synfinii — Synfinii 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: Synfinii
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synfinii 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Synfinii's Synfinii 401(k) Profit Sharing Plan & Trust held $14.6M in plan assets for 66 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

People on this filing

Jennifer Rutledge signed Synfinii's 2025 Form 5500 as plan administrator.

Jennifer Rutledge — 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

Synfinii's EIN is 20-1078685.

EIN 20-1078685

Plan number 001

Plan year 2025

ACK ID 20260504131715NAL0005036528001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Synfinii from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Synfinii'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 SYNFINII.

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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.

Plan sponsor

Name

SYNFINII

EIN

all filings

Address

600 E MICHIGAN AVE. STE C · KALAMAZOO, MI · 49007

Phone

(269) 567-7447

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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