Plan Snapshot
- Plan Sponsor: Synergistix, INC.
- Sponsor EIN: 650812682
- Sponsor Address: 480 SAWGRASS CORPORATE PARKWAY, SUNRISE, FL, 33325
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $5.7M
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 | 154 | $5.7M | $94,408 | $496,457 |
| 2023 | 143 | $4.5M | $98,388 | $503,429 |
| 2022 | 156 | $3.3M | $94,448 | $511,239 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS, LLC — 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 | $32,861 | — | $17,758 | — | — |
| 2023 | $24,654 | — | $13,013 | — | — |
| 2022 | $17,542 | — | $9,619 | — | $6,823 |