Plan Snapshot
- Plan Sponsor: Synovation Holdings, LLC
- Sponsor EIN: 464946019
- Sponsor Address: 10565 CIVIC CENTER DR., RANCHO CUCAMONGA, CA, 91730
- Plan Type: DC
- Total Participants: 269
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 269 | $5.2M | $0 | $727,308 |
| 2023 | 267 | $4.3M | $0 | $629,276 |
| 2022 | 277 | $3.3M | $0 | $637,174 |
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 |
|---|---|---|---|---|
| DAVID L. BUCK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L. BUCK, CPA — 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 | $43,982 | $4,293 | — | — | — |
| 2023 | $43,032 | — | — | — | — |
| 2022 | $33,435 | — | $33,435 | — | — |