How big is Synergy MSO's plan?

Synergy MSO's plan reported $299K in assets and 7 participants for 2024.

Back to filter

Original filing (PDF)20250718053031NAL0001281265001

Synergy MSO

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

Form 5500-SF

FILING_RECEIVED

Synergy MSO

401(k) retirement plan · Synergy MSO held $299K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

People on this filing

Dana Nguyen signed Synergy MSO's 2024 Form 5500 as plan administrator.

Dana Nguyen — 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 MSO's EIN is 46-2752100.

EIN 46-2752100

Plan number 001

Plan year 2024

ACK ID 20250718053031NAL0001281265001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy MSO'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 SYNERGY MSO.

Finding similar companies…

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.

Plan sponsor

Name

SYNERGY MSO

EIN

all filings

Address

14860 MONTFORT DR STE 207 LB32 · DALLAS, TX · 75254

Phone

(214) 632-4834

Industry

Professional & Technical Services

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

2025-07-18

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Metro Strategies Group, LLC

Metro Strategies Group 401(k) Profit Sharing Plan

$299K · 9 participants

Fearless Eye, Inc.

Fearless Eye, Inc. Retirement Plan

$299K · 4 participants

Bluefield LLC

Bluefield LLC 401(k) Plan

$299K · 1 participants

Data NET Solutions, Inc.

Data NET Solutions, Inc. 401(k) Plan

$299K · 14 participants

IZBA Consulting, LLC

IZBA Consulting, LLC 401(k) Plan

$299K · 10 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.