Original filing (PDF)20250630152121NAL0027790370001

FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

Name: FINANCIAL SYNERGIES WEALTH ADVISORS, INC. — FINANCIAL SYNERGIES WEALTH ADVISORS,INC.401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

FINANCIAL SYNERGIES WEALTH ADVISORS,INC.401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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.

Decision-maker contacts

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

Plan sponsor

Name

FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

EIN

76-0536705

Address

4400 POST OAK PARKWAY · SUITE 200 · HOUSTON, TX · 77027

Phone

(832) 706-0070

Industry

Finance & Insurancesee all

Plan administrator