How big is Synergy Financial Group, Ltd.'s plan?

Synergy Financial Group, Ltd.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250701194453NAL0018790000001

Synergy Financial Group, Ltd.

Name: Synergy Financial Group, Ltd. — Synergy Financial, Form 5500 (2024)
Creator: Synergy Financial Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Financial Group, Ltd. 401(k) Plan

401(k) retirement plan · Synergy Financial Group, Ltd.'s Synergy Financial Group, Ltd. 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Palash Islam signed Synergy Financial Group, Ltd.'s 2024 Form 5500 as plan administrator.

Palash Islam — 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 Financial Group, Ltd.'s EIN is 20-8590197.

EIN 20-8590197

Plan number 001

Plan year 2024

ACK ID 20250701194453NAL0018790000001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Financial Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGY FINANCIAL GROUP, LTD.

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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