How big is Synergy, LLC's plan?

Synergy, LLC's plan reported $1.2M in assets and 23 participants for 2024.

Original filing (PDF)20250627091243NAL0009220897002

Synergy, LLC

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

Form 5500-SF

FILING_RECEIVED

Synergy, LLC 401(k) Plan

401(k) retirement plan · Synergy, LLC's Synergy, LLC 401(k) Plan held $1.2M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Laurie Allen signed Synergy, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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, LLC's EIN is 85-3867851.

EIN 85-3867851

Plan number 001

Plan year 2024

ACK ID 20250627091243NAL0009220897002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy, 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, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SYNERGY, LLC

EIN

all filings

Address

13800 JACKSON ROAD · MISHAWAKA, IN · 46544

Phone

(574) 258-5555

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

GDC Financial Group, Inc.

GDC Financial Group, Inc. Retirement Plan

$1.2M · 2 participants

Metayer Bonding Associates, LLC

Metayer Bonding Associates, LLC Employees Retirement Plan

$1.2M · 3 participants

James B. Lavelle Agency, Inc.

James B. Lavelle Agency 401(k) Plan

$1.2M · 9 participants

Aardvarkinsure.COM Corporation

Aardvarkinsure.COM Corporation 401(k) Plan

$1.2M · 32 participants

Wall & William Financial Services Group, Inc.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.