How big is Synergy Groups Medical LLC.'s plan?

Synergy Groups Medical LLC.'s plan reported $79K in assets and 13 participants for 2024.

Original filing (PDF)20250718150230NAL0000917875001

Synergy Groups Medical LLC.

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

Form 5500-SF

FILING_RECEIVED

Synergy Groups Medical 401(k) Plan

401(k) retirement plan · Synergy Groups Medical LLC.'s Synergy Groups Medical 401(k) Plan held $79K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

People on this filing

Marcus Bowie signed Synergy Groups Medical 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 Groups Medical LLC.'s EIN is 85-3476540.

EIN 85-3476540

Plan number 001

Plan year 2024

ACK ID 20250718150230NAL0000917875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Groups Medical LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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