Original filing (PDF)20250717160907NAL0000634193001

Steven M Gordon LLC DBA Synergy Strive/Steven M Gordon Associates

Name: Steven M Gordon LLC DBA Synergy Strive/Steven M Gordon Associates — Form 5500 Plan 001 (2024)
Creator: Steven M Gordon LLC DBA Synergy Strive/Steven M Gordon Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven M Gordon LLC 401(k) Plan

401(k) retirement plan · Steven M Gordon LLC DBA Synergy Strive/Steven M Gordon Associates' Steven M Gordon LLC 401(k) Plan held $521K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$521K

Net assets (EOY)

$521K

People on this filing

Steven M Gordon signed Steven M Gordon LLC DBA Synergy Strive/Steven M Gordon Associates' 2024 Form 5500 as plan administrator.

Steven M Gordon — 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

Steven M Gordon LLC DBA Synergy Strive/Steven M Gordon Associates' EIN is 61-1552296.

EIN 61-1552296

Plan number 001

Plan year 2024

ACK ID 20250717160907NAL0000634193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven M Gordon LLC DBA Synergy Strive/Steven M Gordon Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven M Gordon LLC DBA Synergy Strive/Steven M Gordon Associates' 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 STEVEN M GORDON LLC DBA SYNERGY STRIVE/STEVEN M GORDON ASSOCIATES.

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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