How big is Synergy RIA Compliance Solutions, LLC's plan?

Synergy RIA Compliance Solutions, LLC's plan reported $382K in assets and 11 participants for 2024.

Original filing (PDF)20250908115602NAL0040941538001

Synergy RIA Compliance Solutions, LLC

Name: Synergy RIA Compliance Solutions, LLC — Synergy RIA, Form 5500 (2024)
Creator: Synergy RIA Compliance Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy RIA Compliance Solutions 401(k) Plan

401(k) retirement plan · Synergy RIA Compliance Solutions, LLC's Synergy RIA Compliance Solutions 401(k) Plan held $382K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

People on this filing

Nicholas ZAPF signed Synergy RIA Compliance Solutions, LLC's 2024 Form 5500 as plan administrator.

Nicholas ZAPF — 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 RIA Compliance Solutions, LLC's EIN is 84-4448446.

EIN 84-4448446

Plan number 001

Plan year 2024

ACK ID 20250908115602NAL0040941538001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy RIA Compliance Solutions, 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 SYNERGY RIA COMPLIANCE SOLUTIONS, LLC.

Finding similar companies…

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