# Synergy Orthopedic Specialists, INC. 401(k) Plan
Source: https://planprovider.pro/companies/synergy-orthopedic-specialists-inc-401k-plan

> Synergy Orthopedic Specialists, INC.'s 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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