Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan
Sponsored by Synergy Enterprises, Inc. · EIN 750974624 · Plan #002
- Total assets
- $19.4M
- Net assets
- $19.2M
- Active participants
- 81
- With balances
- 119
Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fident Financial, Llc CRD 286510 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hm&M Group, Llc | Accounting | $25,040 |
| Fidelity Financial | Investment advisory (plan) | $20,756 |
| Pension Planning Consultants, Inc. | Claims processing, Participant loan processing | $15,162 |
| George Valuation Advisors | Valuation | $9,431 |