How big is Synergy Shipping, LLC's plan?

Synergy Shipping, LLC's plan reported $365K in assets and 79 participants for 2024.

Original filing (PDF)20250718150233NAL0000918035001

Synergy Shipping, LLC

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

Form 5500-SF

FILING_RECEIVED

Synergy Shipping 401(k) Plan

401(k) retirement plan · Synergy Shipping, LLC's Synergy Shipping 401(k) Plan held $365K in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

135

Plan assets (EOY)

$365K

Net assets (EOY)

$365K

People on this filing

Marcus Bowie signed Synergy Shipping, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Shipping, LLC's EIN is 84-2488933.

EIN 84-2488933

Plan number 001

Plan year 2024

ACK ID 20250718150233NAL0000918035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Shipping, 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 SHIPPING, 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 (92nd percentile).

Plan sponsor

Name

SYNERGY SHIPPING, LLC

EIN

all filings

Address

775 BLUEGRASS ST · SIMI VALLEY, CA · 93065

Phone

(805) 304-0978

Industry

Transportation & Warehousing

Plan administrator