Original filing (PDF)20250718150232NAL0000917987001

SYNERGY MARKETING ASSOCIATES, INC.

Name: SYNERGY MARKETING ASSOCIATES, INC. — SYNERGY MARKETING ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SYNERGY MARKETING ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SYNERGY MARKETING ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$161K

Net assets (EOY)

$161K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SYNERGY MARKETING ASSOCIATES, INC.

EIN

46-4336640all filings

Address

3403 POWERLINE ROAD. SUITE 805 · OAKLAND PARK, FL · 33309

Phone

(954) 905-2333

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator