Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SYNERGY PROPERTY SOLUTIONS INC.
EIN 20-4797562Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
11
345 MARION AVENUE - MANSFIELD, OH 44903419-775-5944
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SYNERGY PROPERTY SOLUTIONS INC. CASH BALANCE PLAN
CashBalance
Assets$821K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SYNERGY PROPERTY SOLUTIONS, INC.401(K) PLAN
401k
Assets$310K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SYNERGY PROPERTY SOLUTIONS INC. CASH BALANCE PLAN | CashBalance | $821K | 5 | 2025 | |
| 001 | SYNERGY PROPERTY SOLUTIONS, INC.401(K) PLAN | 401k | $310K | 6 | 2025 |
Retirement plans