Plan Snapshot
- Plan Sponsor: Synergy Orthopedic Specialists, INC.
- Sponsor EIN: 455215138
- Sponsor Address: 4445 EASTGATE MALL SUITE 105, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $6.2M
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 | 170 | $6.2M | $372,535 | $731,708 |
| 2023 | 156 | $5.5M | $277,949 | $464,693 |
| 2022 | 133 | $3.9M | $253,500 | $443,183 |
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 |
|---|---|---|---|---|
| CONSIDINE & CONSIDINE | Auditor | — | — | $0 |
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 | $42,810 | $17,867 | $7,659 | — | — |
| 2023 | $32,363 | $16,273 | — | — | — |
| 2022 | $30,700 | — | $15,578 | — | $15,122 |