How big is Synergy Consulting Group, Inc.'s plan?

Synergy Consulting Group, Inc.'s plan reported $4.5M in assets and 50 participants for 2025.

Original filing (PDF)20260407073448NAL0004854787001

Synergy Consulting Group, Inc.

Name: Synergy Consulting Group, Inc. — Synergy Consulting, Form 5500 (2025)
Creator: Synergy Consulting Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Consulting Group, Inc. 401(k) Plan

401(k) retirement plan · Synergy Consulting Group, Inc.'s Synergy Consulting Group, Inc. 401(k) Plan held $4.5M in plan assets for 50 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Synergy Consulting Group, Inc.'s EIN is 20-5168677.

EIN 20-5168677

Plan number 001

Plan year 2025

ACK ID 20260407073448NAL0004854787001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Synergy Consulting Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Synergy Consulting Group, Inc.'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 CONSULTING GROUP, INC..

Finding similar companies…

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