Plan Snapshot
- Plan Sponsor: Synergy Life Insurance Strategies LLC
- Sponsor EIN: 813855850
- Sponsor Address: 42 LAKE AVENUE EXT., DANBURY, CT, 06811
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.3M | $49,500 | $30,500 |