# Synergi Holdings 401(k) Plan
Source: https://planprovider.pro/companies/synergi-holdings-401k-plan

> Synergi Holdings's 401(k) plan: 302 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Synergi Holdings

- **Sponsor EIN:** 823721446

- **Sponsor Address:** P.O. BOX 5599, FLORENCE, SC, 295025599

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

- **Total Participants:** 302

- **Total Assets:** $12.8M

## 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|302|$12.8M|$878,314|$2.1M|

| 2023|356|$9.3M|$899,980|$2.2M|

| 2022|149|$5.2M|$655,503|$1.6M|

## 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|

| EDWARD D. JONES & CO, L.P.|INVESTMENT ADVISOR|$40,520|—|$40,520|

| THE HOBBS GROUP, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE HOBBS GROUP, P.A.](https://planprovider.pro/provider/the-hobbs-group-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,520

- **Estimated Expense Ratio:** 0.317% 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|$99,568|—|$99,568|—|—|

| 2023|$51,927|—|$51,927|—|—|

| 2022|$27,596|—|—|—|$27,596|

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