How big is Synergy Enterprise Group, LLC's plan?

Synergy Enterprise Group, LLC's plan reported $1.1M in assets and 14 participants for 2024.

Original filing (PDF)20250620140513NAL0003952225001

Synergy Enterprise Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Synergy Enterprise Group, LLC 401(k) Plan

401(k) retirement plan · Synergy Enterprise Group, LLC's Synergy Enterprise Group, LLC 401(k) Plan held $1.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

John Ansay signed Synergy Enterprise Group, LLC's 2024 Form 5500 as plan administrator.

John Ansay — 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 Enterprise Group, LLC's EIN is 73-1414370.

EIN 73-1414370

Plan number 001

Plan year 2024

ACK ID 20250620140513NAL0003952225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Enterprise 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 ENTERPRISE GROUP, LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off