Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SYNERGY HEALTH PARTNERS, LLC.
EIN 85-0939667hospital & health careLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
128
440 STEVENS AVE., SUITE 370 - SOLANA BEACH, CA 92075866-803-2262choosesynergy.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 128 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 HEALTH PARTNERS 401(K) PLAN
401k
Assets$3.6M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SYNERGY HEALTH PARTNERS 401(K) PLAN
401k
Assets$3.0M
Participants63
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 HEALTH PARTNERS 401(K) PLAN | 401k | $3.6M | 65 | 2025 | |
| 002 | SYNERGY HEALTH PARTNERS 401(K) PLAN | 401k | $3.0M | 63 | 2024 |
Retirement plans
Welfare plans