Plan Snapshot
- Plan Sponsor: Synertex LLC
- Sponsor EIN: 814350198
- Sponsor Address: 37796 ELIZABETH'S FIELD WAY, PURCELLVILLE, VA, 20132
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $7.6M
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 | 211 | $7.6M | $581,380 | $938,679 |
| 2023 | 243 | $5.2M | $660,268 | $717,228 |
| 2022 | 85 | $2.5M | $414,100 | $493,393 |
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 |
|---|---|---|---|---|
| PRIDA GUIDA & PEREZ, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA GUIDA & PEREZ, P.A. — 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 | $5,320 | — | $5,320 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |