How big is Synergy Search Group, LLC's plan?

Synergy Search Group, LLC's plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20251003095414NAL0000736163001

Synergy Search Group, LLC

Name: Synergy Search Group, LLC — Synergy 401(k) Plan, Form 5500 (2024)
Creator: Synergy Search Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy 401(k) Plan

401(k) retirement plan · Synergy Search Group, LLC's Synergy 401(k) Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

BRAD COHN signed Synergy Search Group, LLC's 2024 Form 5500 as plan administrator.

BRAD COHN — 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 Search Group, LLC's EIN is 20-3143084.

EIN 20-3143084

Plan number 001

Plan year 2024

ACK ID 20251003095414NAL0000736163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Search Group, LLC'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 SEARCH GROUP, 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

Knocking points off