Synergy Fincancial Partners

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

939

Total plan assets

$41.3M

Filings (rows)

Direct comp

$92K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Espire Dental Practice, LLC Espire Dental 401(k) Plan · all filings	DENVER, CO	Advisor / Consultant	360	$17.2M	$39K	$0
Espire Dental Practice, LLC Espire Dental 401(k) Plan · all filings	DENVER, CO	Advisor / Consultant	314	$14.1M	$29K	$0
Espire Dental Practice, LLC Espire Dental 401(k) Plan · all filings	DENVER, CO	Advisor / Consultant	265	$10.1M	$23K	$0