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Sponsor portfolio

SYNERGEN HEALTH LLC

EIN 27-4849805-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
15
2626 COLE AVENUE, SUITE 429 - DALLAS, TX 75204214-797-3372synergenhealth.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#002CashBalance-$3.2M - 8 part#001401k-$2.8M - 7 part

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • HEALTH LLC 401(K) (#001)47%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)8
  • HEALTH LLC 401(K) (#001)7
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SYNERGEN HEALTH CASH BALANCE PLAN

CashBalance

Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SYNERGEN HEALTH LLC 401(K) PLAN

401k

Assets$2.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SYNERGEN HEALTH CASH BALANCE PLANCashBalance$3.2M82024
001SYNERGEN HEALTH LLC 401(K) PLAN401k$2.8M72024
Retirement plans
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