Original filing (PDF)20251024152917NAL0008406114001

SYNERGIA DISCOVERY AND INSIGHT, LP

Name: SYNERGIA DISCOVERY AND INSIGHT, LP — SYNERGIA 401(K) PLAN, Form 5500 (2024)
Creator: SYNERGIA DISCOVERY AND INSIGHT, LP

Form 5500-SF

FILING_RECEIVED

SYNERGIA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGIA DISCOVERY AND INSIGHT, LP.

Plan sponsor

Name

SYNERGIA DISCOVERY AND INSIGHT, LP

EIN

27-0773212

Address

2140 E SOUTHLAKE BLVD STE L-4 · SOUTHLAKE, TX · 76092

Phone

(214) 324-2828

Industry

Information / Tech / Mediasee all

Plan administrator