Original filing (PDF)20250812132010NAL0007251203001

WM SYNERGY, LLC

Name: WM SYNERGY, LLC — WM SYNERGY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WM SYNERGY, LLC

Form 5500-SF

FILING_RECEIVED

WM SYNERGY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

131

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WM SYNERGY, LLC.

Plan sponsor

Name

WM SYNERGY, LLC

EIN

33-1070746

Address

1717 SAINT JAMES PLACE, · SUITE 600 · HOUSTON, TX · 77056

Phone

(713) 343-6280

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Name

PENTEGRA SERVICES, INC

EIN

13-3745616

City

CHARLOTTE, NC

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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