How big is Synergia Agency Exchanges LLC's plan?

Synergia Agency Exchanges LLC's plan reported $432K in assets and 15 participants for 2025.

Original filing (PDF)20260424084236NAL0005804209001

Synergia Agency Exchanges LLC

Name: Synergia Agency Exchanges LLC — Synergia Agency, Form 5500 (2025)
Creator: Synergia Agency Exchanges LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Synergia Agency Exchanges LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Synergia Agency Exchanges LLC's Synergia Agency Exchanges LLC 401(k) Profit Sharing Plan & Trust held $432K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

Plan identifiers

Synergia Agency Exchanges LLC's EIN is 99-4766061.

EIN 99-4766061

Plan number 001

Plan year 2025

ACK ID 20260424084236NAL0005804209001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Synergia Agency Exchanges LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Synergia Agency Exchanges LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNERGIA AGENCY EXCHANGES LLC.

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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