· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SYNERGY CONSULTING GROUP, INC. — SYNERGY CONSULTING GROUP, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250428134503NAL0008083011001
SYNERGY CONSULTING GROUP, INC.
Form 5500-SF
FILING_RECEIVED
SYNERGY CONSULTING GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
60
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SYNERGY CONSULTING GROUP, INC.
.
Find decision makers
Plan sponsor
Name
SYNERGY CONSULTING GROUP, INC.
EIN
20-5168677
Address
1559 CORPORATE WOODS PKWY, STE 300 · UNIONTOWN, OH · 44685
Phone
(330) 899-9301
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-28
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
DIRECTIVE CONSULTING
FORUS 401(K)
$3.7M · 43 participants
CONSULTING SOLUTIONS, INC.
CONSULTING SOLUTIONS, INC. PROFIT SHARING/401(K) PLAN
$3.7M · 20 participants
SIMCERE OF AMERICA, INC.
SIMCERE OF AMERICA, INC. 401(K) PLAN
$3.7M · 32 participants
MURTECH, INC.
MURTECH, INC. 401(K) PROFIT SHARING PLAN
$3.7M · 47 participants
INTERCAM FINANCIAL SERVICES
INTERCAM FINANCIAL SERVICES RETIREMENT TRUST
$3.7M · 79 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SNELL MANUFACTURING, LLC
SNELL MANUFACTURING, LLC 401(K) PLAN
$3.7M · 82 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
