How big is Synergy Services LLC's plan?

Synergy Services LLC's plan reported $1.2M in assets and 29 participants for 2025.

Original filing (PDF)20260520093124NAL0001465217001

Synergy Services LLC

Name: Synergy Services LLC — Synergy Services LLC 401(k), Form 5500 (2025)
Creator: Synergy Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Services LLC 401(k) Plan

401(k) retirement plan · Synergy Services LLC's Synergy Services LLC 401(k) Plan held $1.2M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Rob Otoole signed Synergy Services LLC's 2025 Form 5500 as plan administrator.

Rob Otoole — 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 Services LLC's EIN is 26-4425979.

EIN 26-4425979

Plan number 001

Plan year 2025

ACK ID 20260520093124NAL0001465217001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Synergy Services 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 SERVICES LLC.

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Plan health score

Above-average plan

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

Knocking points off