Plan Snapshot
- Plan Sponsor: Synergy Medical Systems
- Sponsor EIN: 202021091
- Sponsor Address: 1710 WILLOW CREEK CIRCLE, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 100 | $3.2M | $0 | $391,961 |
| 2023 | 111 | $2.8M | $0 | $364,508 |
| 2022 | 118 | $2.2M | $0 | $277,184 |
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 |
|---|---|---|---|---|
| JONES & ROTH. P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH. P.C — 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 | $14,107 | $5,422 | $8,685 | — | — |
| 2023 | $12,444 | $4,262 | $8,182 | — | — |
| 2022 | $6,256 | $3,870 | $2,386 | — | — |