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SYNERGY FINANCIAL SERVICES, INC.

EIN 91-1859406-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
14
13215 SE MILL PLAIN BLVD, SUITE C8-321 - VANCOUVER, WA 98684206-386-5455
Plans on this EIN
1 filing
#001401k-$1.8M - 14 part

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Retirement#001

SYNERGY FINANCIAL SERVICES 401(K) PLAN

401k

Assets$1.8M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYNERGY FINANCIAL SERVICES 401(K) PLAN401k$1.8M142025
Retirement plans
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