How big is Synergy Operating LLC's plan?

Synergy Operating LLC's plan reported $306K in assets and 1 participants for 2023.

Original filing (PDF)20240703145624NAL0009763008001

Synergy Operating LLC

Name: Synergy Operating LLC — Synergy Operating LLC 401(k), Form 5500 (2023)
Creator: Synergy Operating LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Operating LLC 401(k) P/S Plan

401(k) retirement plan · Synergy Operating LLC's Synergy Operating LLC 401(k) P/S Plan held $306K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

Glen O PAPP signed Synergy Operating LLC's 2023 Form 5500 as plan administrator.

Glen O PAPP — 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 Operating LLC's EIN is 74-2806605.

EIN 74-2806605

Plan number 001

Plan year 2023

ACK ID 20240703145624NAL0009763008001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Synergy Operating LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Synergy Operating LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 OPERATING 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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SYNERGY OPERATING LLC

EIN

all filings

Address

3510 MESSINA DRIVE · FARMINGTON, NM · 87402

Phone

(505) 599-4908

Industry

Engineering Services· Professional & Technical Services

Plan administrator