Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SYNERGY HOSPITALITY, INC. 401(K) PLAN | 401k | $2.6M | 6 | 2025 | |
| 003 | SYNERGY HOSPITALITY, INC. PENSION PLAN | CashBalance | $222K | 7 | 2024 | |
| 002 | SYNERGY HOSPITALITY, INC. PROFIT SHARING PLAN | ProfitSharing | $160K | 4 | 2025 |