Synergy Enterprises, Inc. Employee Stock Ownership Plan
Sponsored by Synergy Enterprises, Inc. · EIN 043755253 · Plan #003
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 107
- With balances
- 117
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment management, Securities brokerage commissions | $5,412 |