Original filing (PDF)20250925142226NAL0007712929001

SYNERGEN HEALTH LLC

Name: SYNERGEN HEALTH LLC — SYNERGEN HEALTH CASH BALANCE PLAN, Form 5500 (2024)
Creator: SYNERGEN HEALTH LLC

Form 5500-SF

FILING_RECEIVED

SYNERGEN HEALTH CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNERGEN HEALTH LLC.

Plan sponsor

Name

SYNERGEN HEALTH LLC

EIN

27-4849805

Address

2626 COLE AVENUE, SUITE 429 · DALLAS, TX · 75204

Phone

(214) 797-3372

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Professional & Technical Services plans

PATRICK D. GAVAGHAN DBA ECOTUNE ENVIRONMENTAL

PATRICK D. GAVAGHAN DBA ECOTUNE ENVIRONMENTAL 401(K) PROFIT SHARING PLAN

$3.2M · 2 participants

BASIS CONSULTING ENGINEERS, LLC

BASIS CONSULTING ENGINEERS, LLC 401(K) PROFIT SHARING PLAN

$3.2M · 17 participants

CROSS SECTOR CONSULTING LLP

CROSS SECTOR CONSULTING LLP 401(K) PROFIT SHARING PLAN & TRUST

$3.2M · 13 participants

SCHEDULING AND INFORMATION SERVICES, INC.

SCHEDULING & INFO SERVICES 401(K) PS PLAN

$3.2M · 22 participants