How big is Accumulus Synergy Inc.'s plan?

Accumulus Synergy Inc.'s plan reported $380K in assets for 2022.

Original filing (PDF)20230531220237NAL0020297233083

Accumulus Synergy Inc.

Name: Accumulus Synergy Inc. — Accumulus Synergy Inc., Form 5500 (2022)
Creator: Accumulus Synergy Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Accumulus Synergy Inc. 401(k) Plan

401(k) retirement plan · Accumulus Synergy Inc.'s Accumulus Synergy Inc. 401(k) Plan reported $380K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

Plan identifiers

Accumulus Synergy Inc.'s EIN is 85-2130952.

EIN 85-2130952

Plan number 001

Plan year 2022

ACK ID 20230531220237NAL0020297233083

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Accumulus Synergy Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Accumulus Synergy Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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