· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SYNERGY OBSERVATION SPECIALISTS, PC — SYNERGY OBSERVATION SPECIALISTS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250416221031NAL0000137299064
SYNERGY OBSERVATION SPECIALISTS, PC
Form 5500-SF
FILING_RECEIVED
SYNERGY OBSERVATION SPECIALISTS 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$7
Net assets (EOY)
$7
Plan health score (directional)
87
/ 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 OBSERVATION SPECIALISTS, PC
.
Find decision makers
Plan sponsor
Name
SYNERGY OBSERVATION SPECIALISTS, PC
EIN
87-2529232
Address
1509 WILSON TER · CLINICAL DECISION UNIT · GLENDALE, CA · 91206
Phone
(310) 488-2830
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
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 Offices of Physicians plans
ALLERGY & ASTHMA ASSOCIATES
ALLERGY & ASTHMA ASSOCIATES 401 K PLAN
$7
AHMED MALIK, M.D. DBA PIKEVILLE CARDIOLOGY CLINIC
PIKEVILLE CARDIOLOGY CLINIC RETIREMENT PLAN
$7
AMY S BECK, DO PC
AMY S BECK, DO PC MCF BENEFIT PLAN
$7 · 2 participants
TUCSON ORTHOPAEDIC INSTITUTE, P.C.
TUCSON ORTHOPAEDIC INSTITUTE, P.C. SAVINGS PLAN (AMENDED AND RESTATED)
$7
PEAK PLASTIC SURGERY CENTER, PC
PEAK PLASTIC SURGERY CENTER 401(K) PLAN
90
Knocking points off
No active participants reported but plan still holds assets.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6
IN HIS SHADOW FAMILY MEDICINE, PC
IN HIS SHADOW FAMILY MEDICINE 401(K) PLAN
$5
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
