# Synergy Healthcare Associates, P.L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/synergy-healthcare-associates-plan-001

> Synergy Healthcare Associates, P.L.L.C.'s 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|—|

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