# Synergy Community Cooperative (D/B/A Synergy Cooperative) 401(k) Plan
Source: https://planprovider.pro/companies/synergy-community-cooperative-d-b-a-synergy-cooperative-401k-plan

> Synergy Community Cooperative (D/B/A Synergy Cooperative)'s 401(k) plan: 336 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Synergy Community Cooperative (D/B/A Synergy Cooperative)

- **Sponsor EIN:** 391764869

- **Sponsor Address:** 229 RAILROAD ST HWY 25, RIDGELAND, WI, 54763

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

- **Total Participants:** 336

- **Total Assets:** $22.9M

## 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|336|$22.9M|$0|$0|

| 2023|339|$18.7M|$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|

| CARLSON SV, LLP|Auditor|—|—|$0|

## 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|$55,775|—|$50,924|—|—|

| 2023|$61,192|—|—|—|$50,486|

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