· 2022–2024 · DOL EFAST2

Synergy Holdings, Inc. — Synergy Holdings, Inc., Form 5500 (2024)

Original filing (PDF)20251010133431NAL0018703346001

Synergy Holdings, Inc.

Form 5500-SF

FILING_RECEIVED

Synergy Holdings, Inc. 401(k) Plan

401(k) retirement plan · Synergy Holdings, Inc.'s Synergy Holdings, Inc. 401(k) Plan held $547K in plan assets for 51 participants in 2024.

Active participants

51

Accounts w/ balance

16

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

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

49

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGY HOLDINGS, INC..

Plan sponsor

Name

SYNERGY HOLDINGS, INC.

EIN

76-0323244all filings

Address

13604 ALMEDA SCHOOL ROAD · HOUSTON, TX · 77047

Phone

(713) 413-4330

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

Milaco MOLD & Machine, Inc.

Milaco MOLD & Machine 401(k) Plan

$549K · 2 participants

National Grinding Service, LLC

National Grinding Service, LLC 401(k) Profit Sharing Plan

$544K · 12 participants

Trimac Mfg Inc.

Trimac Mfg Inc. 401(k) Profit Sharing Plan & Trust

$544K · 9 participants

Fetrow Industries Inc.

Fetrow Industries Inc. 401(k) Plan

$544K · 10 participants

Aaron, Inc. 401(k) Plan

$552K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.