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Sponsor portfolio

SYNERGY GROUP, LLC

EIN 61-1759229-real estate-Latest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
52
435 E STREET - SANTA ROSA, CA 95404707-360-6180syngp.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$4.1M - 31 part#002CashBalance-$1.1M - 21 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • SYNERGY GROUP 401(K) (#001)79%
  • CASH BALANCE PLAN (#002)21%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYNERGY GROUP 401(K) (#001)31
  • CASH BALANCE PLAN (#002)21
Total 52Click 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#001

SYNERGY GROUP 401(K) PLAN

401k

Assets$4.1M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SYNERGY GROUP CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SYNERGY GROUP 401(K) PLAN401k$4.1M312024
002SYNERGY GROUP CASH BALANCE PLANCashBalance$1.1M212024
Retirement plans
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