# Synergos Companies LLC 401(k) Plan
Source: https://planprovider.pro/companies/synergos-companies-401k-plan

> Synergos Companies LLC's 401(k) plan: 2,753 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Synergos Companies LLC

- **Sponsor EIN:** 842764368

- **Sponsor Address:** 16430 N SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85254

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

- **Total Participants:** 2,753

- **Total Assets:** $36.3M

## 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|2,753|$36.3M|$1.9M|$3.0M|

| 2023|2,529|$22.1M|$1.5M|$2.5M|

| 2022|1,382|$16.5M|$827,688|$1.3M|

## 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|

| NYLIFE SECURITIES LLC|BROKER/ADVISOR|—|$117,317|$117,317|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$100,157|—|$100,157|

| TRUOG-RYDING COMPANY, INC|CONTRACT ADMIN|$30,115|$10,000|$40,115|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$16,721|—|$16,721|

| WALLACE, PLESE & DREHER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WALLACE, PLESE & DREHER, LLP](https://planprovider.pro/provider/wallace-plese-dreher-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $274,310

- **Estimated Expense Ratio:** 0.756% 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|$139,609|$130,349|$9,260|—|—|

| 2023|$94,076|$91,411|$2,665|—|—|

| 2022|$71,557|$69,657|$1,900|—|—|

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