Plan Snapshot
- Plan Sponsor: Synergy It Solutions Of Nys, INC.
- Sponsor EIN: 160985336
- Sponsor Address: 452 SONWIL DRIVE, CHEEKTOWAGA, NY, 14225
- Plan Type: DC
- Total Participants: 94
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 94 | $8.8M | $929,264 | $0 |
| 2023 | 111 | $10.0M | $751,248 | $0 |
| 2022 | 85 | $9.4M | $868,209 | $0 |
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 |
|---|---|---|---|---|
| MMB + CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMB + CO — 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 | $6,553 | — | — | — | — |
| 2023 | $1,507 | — | — | — | — |
| 2022 | $1,519 | — | — | — | — |