Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SYNERGI HOLDINGS
EIN 82-3721446Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$29.7M assets
Welfare
0
Participants
671
P.O. BOX 5599 - FLORENCE, SC 295025599843-519-1301
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.7M assets / 671 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- (Not disclosed)57%
- JOHN HANCOCK LIFE INSURANCE COMPANY43%
Participants 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
SYNERGI EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$16.9M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SP OF SC RETIREMENT INCENTIVE PLAN
401k
Assets$12.8M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SYNERGI EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $16.9M | 329 | 2024 | |
| 001 | SP OF SC RETIREMENT INCENTIVE PLAN | 401k | $12.8M | 342 | 2024 |
Retirement plans