How big is Synergy School's plan?

Synergy School's plan reported $6.5M in assets and 48 participants for 2025.

Original filing (PDF)20260424190032NAL0012982818001

Synergy School

Name: Synergy School — Synergy School 403(b) Plan, Form 5500 (2025)
Creator: Synergy School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergy School 403(b) Plan

403(b) retirement plan · Synergy School's Synergy School 403(b) Plan held $6.5M in plan assets for 48 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Chris YIM signed Synergy School's 2025 Form 5500 as plan administrator.

Chris YIM — 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 School's EIN is 94-2245103.

EIN 94-2245103

Plan number 001

Plan year 2025

ACK ID 20260424190032NAL0012982818001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Synergy School from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Synergy School's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, 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 SCHOOL.

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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

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

Plan sponsor

Name

SYNERGY SCHOOL

EIN

all filings

Address

1387 VALENCIA ST · SAN FRANCISCO, CA · 94110

Phone

(415) 567-6177

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-24

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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