How big is Synergize Management LLC's plan?

Synergize Management LLC's plan reported $64K in assets and 39 participants for 2024.

Original filing (PDF)20250710072244NAL0014582210001

Synergize Management LLC

Name: Synergize Management LLC — Primrose School at, Form 5500 (2024)
Creator: Synergize Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Primrose School at Brookstone

401(k) retirement plan · Synergize Management LLC's Primrose School at Brookstone held $64K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

People on this filing

Shirley Horner signed Synergize Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Synergize Management LLC's EIN is 82-3892703.

EIN 82-3892703

Plan number 001

Plan year 2024

ACK ID 20250710072244NAL0014582210001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergize Management 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 SYNERGIZE MANAGEMENT LLC.

Finding similar companies…

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

Helping the score