How big is Synergy Private Wealth LLC's plan?

Synergy Private Wealth LLC's plan reported $429K in assets and 2 participants for 2024.

Original filing (PDF)20250530122444NAL0008656561002

Synergy Private Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Synergy Private Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Synergy Private Wealth LLC's Synergy Private Wealth LLC 401(k) Profit Sharing Plan & Trust held $429K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

Plan identifiers

Synergy Private Wealth LLC's EIN is 85-3546790.

EIN 85-3546790

Plan number 001

Plan year 2024

ACK ID 20250530122444NAL0008656561002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Private Wealth LLC'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

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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SYNERGY PRIVATE WEALTH LLC

EIN

all filings

Address

100 WILLIAM STREET · SUITE 300 · WELLESLEY HILLS, MA · 02481

Phone

(781) 239-2028

Industry

Other Services (ex. Public Admin)

Plan administrator