Plan Snapshot
- Plan Sponsor: Synergy Physical Therapy Holdings Iii, LLC
- Sponsor EIN: 831478127
- Sponsor Address: 4050 E COTTON CENTER BLVD, PHOENIX, AZ, 85040
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $9.9M
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 | 407 | $9.9M | $414,376 | $865,820 |
| 2023 | 364 | $7.4M | $324,135 | $810,171 |
| 2022 | 313 | $5.5M | $321,170 | $735,723 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $36,872 | $34,022 | $2,850 | — | — |
| 2023 | $27,161 | $23,226 | $3,935 | — | — |
| 2022 | $35,248 | $20,022 | $15,226 | — | — |