Plan Snapshot
- Plan Sponsor: Synergic Healthcare Solutions, LLC
- Sponsor EIN: 651239194
- Sponsor Address: 3301 W GANDY BLVD, TAMPA, FL, 33611
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 212 | $4.6M | $146,541 | $389,801 |
| 2023 | 202 | $3.9M | $278,859 | $408,592 |
| 2022 | 217 | $2.8M | $230,534 | $356,165 |
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 |
|---|---|---|---|---|
| SPOOR BUNCH FRANZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPOOR BUNCH FRANZ — 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 | $40,564 | — | $40,564 | — | — |
| 2023 | $37,309 | — | $26,914 | — | — |
| 2022 | $27,418 | $11,365 | $16,053 | — | — |