# Synergy Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/synergy-enterprises-inc-401k-plan

> Synergy Enterprises, INC.'s 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Synergy Enterprises, INC.

- **Sponsor EIN:** 750974624

- **Sponsor Address:** PO BOX 815069, FARMERS BRANCH, TX, 75381

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

- **Total Participants:** 81

- **Total Assets:** $19.4M

## 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:** No

## Plan Financials by Year

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

| 2024|81|$19.4M|$1.0M|$479,147|

| 2023|70|$16.8M|$1.8M|$465,008|

| 2022|69|$14.8M|$911,928|$421,897|

## 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|

| HM&M GROUP, LLC|Auditor|$25,040|—|$25,040|

### Verified Provider Profiles

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

- [HM&M GROUP, LLC](https://planprovider.pro/provider/hmandm-group-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,040

- **Estimated Expense Ratio:** 0.129% 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|$70,389|$20,756|$24,593|$25,040|—|

| 2023|$90,667|—|$81,501|—|—|

| 2022|$54,334|$5,199|$49,135|—|—|

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