How big is Synergy Financial, LLC's plan?

Synergy Financial, LLC's plan reported $10.4M in assets and 112 participants for 2024.

Original filing (PDF)20250723153925NAL0005672688001

Synergy Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Synergy Financial, LLC 401(k) Plan

401(k) retirement plan · Synergy Financial, LLC's Synergy Financial, LLC 401(k) Plan held $10.4M in plan assets for 112 participants in 2024.

Active participants

112

Accounts w/ balance

109

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

People on this filing

Mark Bresnahan signed Synergy Financial, LLC's 2024 Form 5500 as plan administrator.

Mark Bresnahan — 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

Synergy Financial, LLC's EIN is 42-1617803.

EIN 42-1617803

Plan number 001

Plan year 2024

ACK ID 20250723153925NAL0005672688001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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 IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score