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

> Synergy Enterprises, Incorporated's 401(k) plan: 115 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, Incorporated

- **Sponsor EIN:** 043755253

- **Sponsor Address:** 6116 EXECUTIVE BLVD, SUITE 311, NORTH BETHESDA, MD, 20852

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

- **Total Participants:** 115

- **Total Assets:** $12.1M

## 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|115|$12.1M|$248,222|$780,511|

| 2023|109|$9.3M|$226,329|$759,876|

| 2022|105|$7.5M|$222,001|$724,088|

## 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|

| PLATFORM CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLATFORM CPAS, LLC](https://planprovider.pro/provider/platform-cpas-llp) — 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|$62,381|—|$62,381|—|—|

| 2023|$54,943|—|$54,943|—|—|

| 2022|$53,710|—|$53,710|—|—|

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

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