Plan Snapshot
- Plan Sponsor: Cyntergy Aec LLC
- Sponsor EIN: 731535263
- Sponsor Address: 810 S. CINCINNATI, SUITE 200, TULSA, OK, 74119
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $15.4M | $483,890 | $956,386 |
| 2023 | 163 | $12.7M | $426,687 | $875,018 |
| 2022 | 161 | $9.5M | $414,470 | $788,247 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BRISCOE, BURKE, & GRISBY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $68,532 | $35,233 | $33,299 | — | — |
| 2023 | $59,218 | $33,437 | — | — | — |
| 2022 | $58,503 | $36,626 | $21,877 | — | — |