Original filing (PDF)20260223141012NAL0001761280001

Synergy Consulting Infrastructure & Financial Advisory Services Inc.

Name: Synergy Consulting Infrastructure & Financial Advisory Services Inc. — Form 5500 Plan 001 (2025)
Creator: Synergy Consulting Infrastructure & Financial Advisory Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Consulting Infrastructure & Financial Advisory Services Inc. Cash Balance Plan

Defined-benefit pension plan · Synergy Consulting Infrastructure & Financial Advisory Services Inc.'s Synergy Consulting Infrastructure & Financial Advisory Services Inc. Cash Balance Plan held $6.9M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

Synergy Consulting Infrastructure & Financial Advisory Services Inc.'s EIN is 27-3951770.

EIN 27-3951770

Plan number 001

Plan year 2025

ACK ID 20260223141012NAL0001761280001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Synergy Consulting Infrastructure & Financial Advisory Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Synergy Consulting Infrastructure & Financial Advisory Services Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGY CONSULTING INFRASTRUCTURE & FINANCIAL ADVISORY SERVICES INC..

Finding similar companies…

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