How big is Synergy Installation Solutions, LLC's plan?

Synergy Installation Solutions, LLC's plan reported $518K in assets and 59 participants for 2025.

Original filing (PDF)20260327144934NAL0007058977001

Synergy Installation Solutions, LLC

Name: Synergy Installation Solutions, LLC — Synergy Instal, Form 5500 (2025)
Creator: Synergy Installation Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Installation Solutions 401(k) Profit Sharing Plan

401(k) retirement plan · Synergy Installation Solutions, LLC's Synergy Installation Solutions 401(k) Profit Sharing Plan held $518K in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

People on this filing

LISA TARR signed Synergy Installation Solutions, LLC's 2025 Form 5500 as plan administrator.

LISA TARR — 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 Installation Solutions, LLC's EIN is 20-3910082.

EIN 20-3910082

Plan number 002

Plan year 2025

ACK ID 20260327144934NAL0007058977001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Synergy Installation Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Synergy Installation Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INSTALLATION SOLUTIONS, 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

Helping the score