Original filing (PDF)20240516075439NAL0041520481001

SYNERGY CONSULTING AND TRAINING LLC

Name: SYNERGY CONSULTING AND TRAINING LLC — SYNERGY CONSULTING AND TRAINING LLC 401(K) PLAN, Form 5500 (2023)
Creator: SYNERGY CONSULTING AND TRAINING LLC

Form 5500-SF

FILING_RECEIVED

SYNERGY CONSULTING AND TRAINING LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

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).

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.

Plan sponsor

Name

SYNERGY CONSULTING AND TRAINING LLC

EIN

82-2809030all filings

Address

1051 GREEN PINE CIRCLE · ORANGE PARK, FL · 32065

Phone

(631) 764-0091

Industry

Professional & Technical Servicessee all

Plan administrator