How big is WM Synergy, LLC's plan?

WM Synergy, LLC's plan reported $15.0M in assets and 134 participants for 2024.

Original filing (PDF)20250812132010NAL0007251203001

WM Synergy, LLC

Name: WM Synergy, LLC — WM Synergy, LLC 401(k) Profit, Form 5500 (2024)
Creator: WM Synergy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WM Synergy, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · WM Synergy, LLC's WM Synergy, LLC 401(k) Profit Sharing Plan held $15.0M in plan assets for 134 participants in 2024.

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

131

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

People on this filing

Nick Rice signed WM Synergy, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

WM Synergy, LLC's EIN is 33-1070746.

EIN 33-1070746

Plan number 001

Plan year 2024

ACK ID 20250812132010NAL0007251203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WM Synergy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 WM SYNERGY, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score