Plan Snapshot
- Plan Sponsor: Syndex Corporation
- Sponsor EIN: 741750316
- Sponsor Address: 6950 NEUHAUS STREET, HOUSTON, TX, 770614607
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $6.8M
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 | 117 | $6.8M | $59,076 | $415,167 |
| 2023 | 310 | $6.5M | $58,208 | $393,023 |
| 2022 | 306 | $5.4M | $53,049 | $369,531 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $53,505 | — | $53,505 |
| ECONOMIC GROUP PENSION SERVICES, IN | Recordkeeper | $13,145 | — | $13,145 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,650
- Estimated Expense Ratio: 0.980% 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 | $67,939 | — | — | — | — |
| 2023 | $64,233 | — | $64,233 | — | — |
| 2022 | $55,990 | — | $55,990 | — | — |