How big is Synergy LLC's plan?

Synergy LLC's plan reported $4K in assets and 9 participants for 2024.

Original filing (PDF)20250729141538NAL0002916769001

Synergy LLC

Name: Synergy LLC — Synergy LLC SOCA Benefit Plan, Form 5500 (2024)
Creator: Synergy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy LLC SOCA Benefit Plan

Health & welfare plan · Synergy LLC's Synergy LLC SOCA Benefit Plan held $4K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Synergy LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 LLC's EIN is 27-3582242.

EIN 27-3582242

Plan number 501

Plan year 2024

ACK ID 20250729141538NAL0002916769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Synergy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

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

Plan sponsor

Name

SYNERGY LLC

EIN

all filings

Address

529 GRANT ST UNIT #105 · AKRON, OH · 44311

Phone

(330) 253-3500

Industry

Construction

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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