Plan Snapshot
- Plan Sponsor: Synergos
- Sponsor EIN: 460804105
- Sponsor Address: 16430 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85254
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,921
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,921 | $0 | $0 | $0 |
| 2024 | 3,317 | $0 | $0 | $0 |
| 2023 | 2,178 | $0 | $0 | $0 |
| 2022 | 1,527 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND | Investment Advisor | $311,108 | — | $311,108 |
| BLUE CROSS BLUE SHIELD OF ARIZONA | Recordkeeper | $169,976 | — | $169,976 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $481,084
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |