Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SYNERGY HOMES, LLC
EIN 90-1000163Real Estate and Rental and LeasingLatest filing 2025
Plans
3
Retirement
3
$7.5M assets
Welfare
0
Participants
152
4568 ROYAL PALM BEACH BLVD. - WEST PALM BEACH, FL 33411561-228-6173
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $7.5M assets / 152 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#003
SYNERGY HOMES, LLC CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SYNERGY HOMES, LLC 401(K) PLAN
401k
Assets$2.9M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SYNERGY HOMES, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$1.6M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SYNERGY HOMES, LLC CASH BALANCE PLAN | CashBalance | $3.0M | 64 | 2024 | |
| 001 | SYNERGY HOMES, LLC 401(K) PLAN | 401k | $2.9M | 39 | 2025 | |
| 002 | SYNERGY HOMES, LLC PROFIT SHARING PLAN | ProfitSharing | $1.6M | 49 | 2025 |
Retirement plans