Original filing (PDF)20240412133523NAL0001459971001

COLLABORATIVE ADVISORS DBA SYNERGY

Name: COLLABORATIVE ADVISORS DBA SYNERGY — COLLABORATIVE ADVISORS DBA SYNERGY HOMECARE 401(K) PLAN, Form 5500 (2023)
Creator: COLLABORATIVE ADVISORS DBA SYNERGY

Form 5500-SF

FILING_RECEIVED

COLLABORATIVE ADVISORS DBA SYNERGY HOMECARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

COLLABORATIVE ADVISORS DBA SYNERGY

DBA

SYNERGY

EIN

47-3632449

Address

710 KEN MAR INDUSTRIAL PKWY · BROADVIEW HEIGHTS, OH · 441472920

Phone

(440) 736-7515

Industry