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Original filing (PDF)20251015150448NAL0002630835001
SYNERGEN, LLC
Form 5500
FILING_RECEIVED
SYNERGEN, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
176
Accounts w/ balance
175
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index (1)" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNERGEN, LLC.
Plan sponsor
Name
SYNERGEN, LLC
EIN
87-3611333
Address
4713 HAZEL JONES ROAD · BOSSIER CITY, LA · 71111
Phone
(318) 584-7050
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
WARREN & BELL CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $1.6M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index (1) | — | — | — | $1.6M | 95.2% | |
| American Funds American High Inc R6 (1) | — | — | — | $4K | 0.2% |
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