· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SYNERGY COMMODITY LLC — SYNERGY COMMODITY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625144428NAL0007926177001
SYNERGY COMMODITY LLC
Form 5500-SF
FILING_RECEIVED
SYNERGY COMMODITY 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
6
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SYNERGY COMMODITY LLC
.
Find decision makers
Plan sponsor
Name
SYNERGY COMMODITY LLC
EIN
86-2652907
Address
34 SOUTH MAIN ST · PO BOX 1847 · WOLFEBORO, NH · 03894
Phone
(603) 236-9579
Industry
Professional & Technical Services
see all
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
2025-06-25
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
NFI APARTMENT MANAGEMENT, LLC
NFI APARTMENT MANAGEMENT LLC EMPLOYEE SAVINGS TRUST
$1.5M · 63 participants
ARDEM INCORPORATED
ARDEM INCORPORATED 401(K) PLAN
$1.5M · 9 participants
RED SIEGE, LLC
RED SIEGE 401(K) PLAN
$1.5M · 12 participants
ISABEL FRANCIS SMITH, LTD.
ISABEL FRANCIS SMITH, LTD. PROFIT SHARING TRUST
$1.5M · 7 participants
JK GLOBAL CONSULTING, INC.
JK GLOBAL CONSULTING 401(K) PLAN
$1.5M · 1 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PROJECTLINE TECHNICAL SERVICES, INC.
PROJECTLINE TECHNICAL SERVICES, INC. 401(K) PLAN
$1.5M · 14 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
