How big is Synergy Group, LLC's plan?

Synergy Group, LLC's plan reported $4.1M in assets and 16 participants for 2024.

Original filing (PDF)20251008165700NAL0009806656001

Synergy Group, LLC

Name: Synergy Group, LLC — Synergy Group 401(k) Plan, Form 5500 (2024)
Creator: Synergy Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Group 401(k) Plan

401(k) retirement plan · Synergy Group, LLC's Synergy Group 401(k) Plan held $4.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Monica Bourdens signed Synergy Group, LLC's 2024 Form 5500 as plan administrator.

Monica Bourdens — 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 Group, LLC's EIN is 61-1759229.

EIN 61-1759229

Plan number 001

Plan year 2024

ACK ID 20251008165700NAL0009806656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Group, LLC'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 GROUP, LLC.

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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

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 (93rd percentile).

Plan sponsor

Name

SYNERGY GROUP, LLC

EIN

all filings

Address

435 E STREET · SANTA ROSA, CA · 95404

Phone

(707) 360-6180

Industry

Construction

Plan administrator