How big is Core Synergy LLC's plan?

Core Synergy LLC's plan reported $2.4M in assets and 23 participants for 2023.

Original filing (PDF)20241004102617NAL0020224352001

Core Synergy LLC

Name: Core Synergy LLC — Core Synergy LLC 401(k) Profit, Form 5500 (2023)
Creator: Core Synergy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Synergy LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Core Synergy LLC's Core Synergy LLC 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 23 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

John Damiani signed Core Synergy LLC's 2023 Form 5500 as plan administrator.

John Damiani — 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

Core Synergy LLC's EIN is 27-1778464.

EIN 27-1778464

Plan number 001

Plan year 2023

ACK ID 20241004102617NAL0020224352001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Core Synergy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Core Synergy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off