Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SYNERGY LOGISTICS LLC
EIN 20-8883629transportation/trucking/railroadLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
32
5240 W 47TH STREET - CHICAGO, IL 60638847-807-4922synergyltl.comLinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 32 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#001
SYNERGY LOGISTICS LLC 401(K) PLAN
401k
Assets$699K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SYNERGY LOGISTICS LLC CASH BALANCE PLAN
CashBalance
Assets$360K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SYNERGY LOGISTICS LLC 401(K) PLAN | 401k | $699K | 17 | 2024 | |
| 002 | SYNERGY LOGISTICS LLC CASH BALANCE PLAN | CashBalance | $360K | 15 | 2024 |
Retirement plans