How big is Synergy Holdings, Inc.'s plan?

Synergy Holdings, Inc.'s plan reported $2.0M in assets and 56 participants for 2024.

Original filing (PDF)20250418220959NAL0000019027026

Synergy Holdings, Inc.

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

Form 5500-SF

FILING_RECEIVED

Synergy Holdings 401(k) Plan

401(k) retirement plan · Synergy Holdings, Inc.'s Synergy Holdings 401(k) Plan held $2.0M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Synergy Holdings, Inc.'s EIN is 86-0901149.

EIN 86-0901149

Plan number 002

Plan year 2024

ACK ID 20250418220959NAL0000019027026

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Synergy Holdings, 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

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