# Psynergy Programs, INC. 401(k) Plan
Source: https://planprovider.pro/companies/psynergy-programs-inc-743131675-001

> Psynergy Programs, INC.'s 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Psynergy Programs, INC.

- **Sponsor EIN:** 743131675

- **Sponsor Address:** 18225 HALE AVENUE, MORGAN HILL, CA, 95037

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 159

- **Total Assets:** $5.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|159|$5.1M|$632,314|$540,333|

| 2023|102|$4.8M|$537,010|$412,280|

| 2022|91|$4.2M|$518,819|$382,805|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$19,114|—|$19,114|

| NEWFRONT RETIREMENT SERVICES, INC.|Investment Advisor|$11,020|—|$11,020|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,134

- **Estimated Expense Ratio:** 0.588% of plan assets

### 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|$31,208|$12,094|—|—|—|

| 2023|$31,685|$11,924|—|—|—|

| 2022|$30,308|$1,249|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/psynergy-programs-inc-743131675-001)

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