Original filing (PDF)20250529132327NAL0019570594001

SYNERGY DIRECT MARKETING, INC.

Name: SYNERGY DIRECT MARKETING, INC. — SYNERGY DIRECT MARKETING INC. 401 (K) PLAN, Form 5500 (2024)
Creator: SYNERGY DIRECT MARKETING, INC.

Form 5500-SF

FILING_RECEIVED

SYNERGY DIRECT MARKETING INC. 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNERGY DIRECT MARKETING, INC..

Plan sponsor

Name

SYNERGY DIRECT MARKETING, INC.

EIN

22-3580196

Address

19 CULNEN DRIVE · BRANCHBURG, NJ · 08876

Phone

(908) 722-2850

Industry

Professional & Technical Servicessee all

Plan administrator

Name

SYNERGY DIRECT MARKETING, INC.

EIN

22-3580196

City

BRANCHBURG, NJ

Phone

(908) 722-2850

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

TEC DIRECT MEDIA INC

TEC DIRECT MEDIA INC 401(K) PROFIT SHARING PLAN & TRUST

$3.0M · 5 participants

INNOVATIVE MARKETING SOLUTIONS,

INNOVATIVE MARKETING SOLUTIONS, INC. 401(K) PLAN

$3.0M · 20 participants

SOMMERS MARKETING AND PUBLIC RELATIONS LLC

SOMMERS MARKETING AND PUBLIC RELATIONS 401(K)

$3.0M · 4 participants

SUTHERLANDGOLD GROUP, LLC

SUTHERLANDGOLD GROUP 401(K) PLAN

$3.0M · 9 participants

HUMAN STANDARD, LLC

PHENOMENON HOLDINGS 401K PROFIT SHARING PLAN & TRUST