# Synergy Companies 401(k) Plan
Source: https://planprovider.pro/companies/synergy-companies-401k-plan

> Synergy Companies's 401(k) plan: 453 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Synergy Companies

- **Sponsor EIN:** 943057724

- **Sponsor Address:** 28436 SATELLITE ST, HAYWARD, CA, 94545

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

- **Total Participants:** 453

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|453|$11.0M|$316,546|$824,499|

| 2023|335|$9.1M|$249,625|$708,706|

| 2022|335|$7.4M|$288,936|$727,171|

## 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|

| SAGEVIEW ADVISORY GROUP|INVESTMENT ADVISOR|$28,916|—|$28,916|

| COTA STREET INVESTMENT MGT|INVESTMENT MGMT|$11,465|—|$11,465|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$9,115|—|$9,115|

| PENTEGRA SERVICES INC|CONTRACT ADMIN|$6,099|—|$6,099|

| PLANCHECK CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [PLANCHECK CPAS, LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,595

- **Estimated Expense Ratio:** 0.503% 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|$49,978|—|—|—|—|

| 2023|$40,276|—|$40,276|—|—|

| 2022|$36,574|—|—|—|$36,574|

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