Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
SYNERGY CONSULTANTS & CPAS
EIN 27-3923278accountingLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
28
1939 ROLAND CLARKE PLACE, SUITE 310 - RESTON, VA 20191571-313-1804isynergycpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 28 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 CONSULTANTS & CPA'S LLC PENSION PLAN & TRUST
TraditionalDB
Assets$2.1M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SYNERGY CONSULTANTS & CPAS 401(K) PLAN
401k
Assets$1.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SYNERGY CONSULTANTS & CPA'S LLC PENSION PLAN & TRUST | TraditionalDB | $2.1M | 10 | 2025 | |
| 001 | SYNERGY CONSULTANTS & CPAS 401(K) PLAN | 401k | $1.1M | 18 | 2025 |
Retirement plans