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Original filing (PDF)20251013141107NAL0003143650001
SYNERGY SERVICES INC.
Form 5500
FILING_RECEIVED
SYNERGY SERVICES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
211
Accounts w/ balance
100
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNERGY SERVICES INC..
Plan sponsor
Name
SYNERGY SERVICES INC.
EIN
43-0970674
Address
400 EAST SIXTH STREET · PARKVILLE, MO · 64152
Phone
(816) 587-4100
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $19K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $0 | — |
Investments
17 direct securities · 1 pooled fund· $3.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.2M
17 holdings
Common Collective Trust
$49K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $486K | 15.1% | |
| T Rowe Price Blue Chip Growth Mutual Fund | — | — | — | $435K | 13.5% | |
| Baird Core Plus Bond Mutual Fund | — | — | — | $434K | 13.5% | |
| MFS International Diversified Income Mutual Fund | — | — | — | $374K | 11.6% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $209K | 6.5% | |
| American Funds Washington Mutual Fund | — | — | — | $175K | 5.4% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $165K | 5.1% | |
| American Century Small Cap Value Mutual Fund | — | — | — | $137K | 4.3% | |
| Blackrock Equity Dividend Mutual Fund | — | — | — | $125K | 3.9% | |
| PIMCO Income Mutual Fund | — | — | — | $118K | 3.6% | |
| Victory Sycamore Value Mutual Fund | — | — | — | $97K | 3.0% | |
| BlackRock Mid Cap Growth Mutual Fund | — | — | — | $84K | 2.6% | |
| American Century World Emerging Markets Mutual Fund | — | — | — | $82K | 2.5% | |
| T Rowe Price New Horizons Fund Mutual Fund | — | — | — | $79K | 2.4% | |
| Notes Receivable from Participants Various participants, interest rates of 5.25% to 10.50% | — | — | — | $72K | 2.2% | |
| Vanguard Wellington Fund Mutual Fund | — | — | — | $72K | 2.2% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $49K | 1.5% | |
| Blackrock High Yield Bond Inst. Mutual Fund | — | — | — | $32K | 1.0% |
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