How big is Synergy Automation Inc.'s plan?

Synergy Automation Inc.'s plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260407112448NAL0015619378001

Synergy Automation Inc.

Name: Synergy Automation Inc. — Synergy Automation Inc., Form 5500 (2025)
Creator: Synergy Automation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Automation Inc. 401(k) Plan

401(k) retirement plan · Synergy Automation Inc.'s Synergy Automation Inc. 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Marvin Crumbley signed Synergy Automation Inc.'s 2025 Form 5500 as plan administrator.

Marvin Crumbley — 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 Automation Inc.'s EIN is 58-2664109.

EIN 58-2664109

Plan number 001

Plan year 2025

ACK ID 20260407112448NAL0015619378001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Synergy Automation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Synergy Automation Inc.'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 AUTOMATION INC..

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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