# Synergy Contracting, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/synergy-contracting-l-l-c-401k-plan

> Synergy Contracting, L.L.C.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Synergy Contracting, L.L.C.

- **Sponsor EIN:** 800075006

- **Sponsor Address:** 7481 US HWY 69, DES MOINES, IA, 50320

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

- **Total Participants:** 101

- **Total Assets:** $2.1M

## 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|101|$2.1M|$155,403|$259,617|

| 2023|79|$2.0M|$251,542|$415,346|

| 2022|138|$1.3M|$246,282|$476,659|

## 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|

| BERGANKDV, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BERGANKDV, LTD.](https://planprovider.pro/provider/bergankdv-ltd) — 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|$31,223|—|$31,223|—|—|

| 2023|$22,137|—|$22,137|—|—|

| 2022|$13,275|—|$13,275|—|—|

## Similar Plans

- [Brockway Mechanical & Roofing Co.](https://planprovider.pro/companies/brockway-mechanical-roofing-co-401k-plan) — 99 participants

- [Modern Holdings, INC.](https://planprovider.pro/companies/modern-holdings-inc-401k-plan-005) — 98 participants

- [Young Plumbing & Heating Co.](https://planprovider.pro/companies/young-plumbing-heating-co-401k-plan) — 119 participants

- [Bergen Plumbing, Heating And Cooling, INC.](https://planprovider.pro/companies/bergen-plumbing-heating-and-cooling-inc-plan) — 52 participants

- [Intl Assoc Local No 57](https://planprovider.pro/companies/intl-assoc-local-no-57-plan) — 20 participants

- [Rivo, INC.](https://planprovider.pro/companies/rivo-inc-401k-plan) — 14 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/synergy-contracting-l-l-c-401k-plan)

© 2026 PlanProvider.Pro