Original filing (PDF)20250417082425NAL0001728706001

SYNERGY ELECTRICAL & MECHANICAL SERVICES GROUP, LLC

Name: SYNERGY ELECTRICAL & MECHANICAL SERVICES GROUP, LLC — SYNERGY 401(K) PLAN, Form 5500 (2024)
Creator: SYNERGY ELECTRICAL & MECHANICAL SERVICES GROUP, LLC

Form 5500-SF

FILING_RECEIVED

SYNERGY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SYNERGY ELECTRICAL & MECHANICAL SERVICES GROUP, LLC

EIN

30-0587830

Address

4835 INDUSTRY DRIVE · FAIRFIELD, OH · 45014

Phone

(513) 860-0555

Industry

Electrical Contractors· Constructionsee all

Plan administrator