How big is Synergi, LLC's plan?

Synergi, LLC's plan reported $1.9M in assets and 78 participants for 2023.

Original filing (PDF)20240604091028NAL0019335937001

Synergi, LLC

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

Form 5500-SF

FILING_RECEIVED

Synergi, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Synergi, LLC's Synergi, LLC 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 78 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Synergi, LLC's EIN is 27-2963581.

EIN 27-2963581

Plan number 001

Plan year 2023

ACK ID 20240604091028NAL0019335937001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Synergi, LLC's plan includes profit-sharing, 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 SYNERGI, 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