Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
SYNERGY CONSULTING INFRASTRUCTURE & FINANCIAL ADVISORY SERVICES INC.
EIN 27-3951770Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
6
1818 LIBRARY STREET - RESTON, VA 20190571-346-7546
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 6 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 CONSULTING INFRASTRUCTURE & FINANCIAL ADVISORY SERVICES INC. CASH BALANCE PLAN
CashBalance
Assets$6.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SYNERGY CONSULTING INFRASTRUCTURE & FINANCIAL ADVISORY SERVICES INC. 401 K PLAN
401k
Assets$991K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SYNERGY CONSULTING INFRASTRUCTURE & FINANCIAL ADVISORY SERVICES INC. CASH BALANCE PLAN | CashBalance | $6.9M | 3 | 2025 | |
| 002 | SYNERGY CONSULTING INFRASTRUCTURE & FINANCIAL ADVISORY SERVICES INC. 401 K PLAN | 401k | $991K | 3 | 2025 |
Retirement plans