How big is Synergy Consulting and Training LLC's plan?

Synergy Consulting and Training LLC's plan reported $21K in assets and 1 participants for 2023.

Original filing (PDF)20240516075439NAL0041520481001

Synergy Consulting and Training LLC

Name: Synergy Consulting and Training LLC — Synergy Consul, Form 5500 (2023)
Creator: Synergy Consulting and Training LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy Consulting and Training LLC 401(k) Plan

401(k) retirement plan · Synergy Consulting and Training LLC's Synergy Consulting and Training LLC 401(k) Plan held $21K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Bulaire Leger signed Synergy Consulting and Training LLC's 2023 Form 5500 as plan administrator.

Bulaire Leger — 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 Consulting and Training LLC's EIN is 82-2809030.

EIN 82-2809030

Plan number 001

Plan year 2023

ACK ID 20240516075439NAL0041520481001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Synergy Consulting and Training LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CONSULTING AND TRAINING 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SYNERGY CONSULTING AND TRAINING LLC

EIN

all filings

Address

1051 GREEN PINE CIRCLE · ORANGE PARK, FL · 32065

Phone

(631) 764-0091

Industry

Professional & Technical Services

Plan administrator