# Syneos Health 401(k) Plan
Source: https://planprovider.pro/companies/syneos-health-401k-plan

> Syneos Health's 401(k) plan: 9,827 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Syneos Health

- **Sponsor EIN:** 330723120

- **Sponsor Address:** 1030 SYNC STREET, MORRISVILLE, NC, 27560

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

- **Total Participants:** 9,827

- **Total Assets:** $1.6B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|9,827|$1.6B|$30.3M|$109.4M|

| 2023|12,111|$1.4B|$35.2M|$111.4M|

| 2022|11,790|$1.2B|$34.1M|$106.0M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$377,109|—|$377,109|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$304,616|—|$304,616|

| CAPTRUST FINANCIAL ADVISORS|CONSULTANT|$132,750|—|$132,750|

| RSM US LLP|ACCOUNTANT/AUDITOR|$21,000|—|$21,000|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $835,475

- **Estimated Expense Ratio:** 0.053% 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|$835,010|$377,109|$3,000|$21,000|—|

| 2023|$968,457|$450,304|$2,100|$61,206|—|

| 2022|$1,080,054|$329,567|—|—|—|

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