How big is Synergo, LLC's plan?

Synergo, LLC's plan reported $1.1M in assets and 43 participants for 2024.

Original filing (PDF)20250624114939NAL0006813073001

Synergo, LLC

Name: Synergo, LLC — Synergo 401(k) Plan, Form 5500 (2024)
Creator: Synergo, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergo 401(k) Plan

401(k) retirement plan · Synergo, LLC's Synergo 401(k) Plan held $1.1M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Synergo, LLC's EIN is 80-0019686.

EIN 80-0019686

Plan number 001

Plan year 2024

ACK ID 20250624114939NAL0006813073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergo, 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 SYNERGO, LLC.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

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

Plan sponsor

Name

SYNERGO, LLC

EIN

all filings

Address

15995 SW 74TH AVE STE 200 · TIGARD, OR · 97224

Phone

(503) 746-6646

Industry

Arts, Entertainment, Recreation

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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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