Plan Snapshot
- Plan Sponsor: Sinergia, INC.
- Sponsor EIN: 133183344
- Sponsor Address: 2082 LEXINGTON AVENUE, 4TH FLOOR, NEW YORK, NY, 10035
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $3.2M
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 | 154 | $3.2M | $0 | $95,559 |
| 2023 | 145 | $2.9M | $0 | $106,108 |
| 2022 | 140 | $2.5M | $0 | $121,356 |
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 |
|---|---|---|---|---|
| SAMUEL GOLDSTEIN & CO PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAMUEL GOLDSTEIN & CO PC — Auditor
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 | $60,573 | — | $49,657 | — | — |
| 2023 | $45,648 | — | $44,208 | — | — |
| 2022 | $41,172 | — | $40,122 | — | $1,050 |