Mike Johnson signed The Synergy Plan, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Synergy Plan, LLC's EIN is 76-0721383.
Download the official 2022 Form 5500 (PDF) for The Synergy Plan, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)The Synergy Plan, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS,LLC | 11-3665754 | — | NONE | $225K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| FEDERATED HERMES CAPITAL PRES IS FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | $0 | — |