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WM SYNERGY, LLC

EIN 33-1070746-management consulting-Latest filing 2024
Plans
1
Retirement
1
$15.0M assets
Welfare
0
Participants
165
1717 SAINT JAMES PLACE,, SUITE 600 - HOUSTON, TX 77056713-343-6280wm-synergy.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
1 filing
#001401k-$15.0M - 165 part

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Retirement#001

WM SYNERGY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$15.0M
Participants165
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WM SYNERGY, LLC 401(K) PROFIT SHARING PLAN401k$15.0M1652024
Retirement plans
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