How big is Concept Synergy, Inc.'s plan?

Concept Synergy, Inc.'s plan reported $226K in assets and 2 participants for 2025.

Original filing (PDF)20260224165443NAL0002184657001

Concept Synergy, Inc.

Name: Concept Synergy, Inc. — Concept Synergy, Inc. 401(k), Form 5500 (2025)
Creator: Concept Synergy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concept Synergy, Inc. 401(k) Plan

401(k) retirement plan · Concept Synergy, Inc.'s Concept Synergy, Inc. 401(k) Plan held $226K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

People on this filing

Alisonn Rose signed Concept Synergy, Inc.'s 2025 Form 5500 as plan administrator.

Alisonn Rose — 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

Concept Synergy, Inc.'s EIN is 65-0068970.

EIN 65-0068970

Plan number 001

Plan year 2025

ACK ID 20260224165443NAL0002184657001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Concept Synergy, 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 CONCEPT SYNERGY, 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