Plan Snapshot
- Plan Sponsor: Synergy Healthcare Associates, P.L.L.C.
- Sponsor EIN: 264333033
- Sponsor Address: 14100 SAN PEDRO AVENUE, SUITE 200, SAN ANTONIO, TX, 78232
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 206 | $30.3M | $2.3M | $1.0M |
| 2023 | 178 | $30.4M | $993,534 | $993,523 |
| 2022 | 184 | $30.1M | $1.0M | $1.0M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $13,824 | — | $13,824 |
| MAP RETIREMENT | THIRD PARTY ADMIN | $9,031 | — | $9,031 |
| CALVETTI FERGUSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,855
- Estimated Expense Ratio: 0.075% 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 | $16,508 | — | $16,508 | — | — |
| 2023 | $12,667 | $39,104 | — | — | — |
| 2022 | $61,139 | $1,799 | — | — | — |