# Syntax Systems Usa LP 401(k) Plan
Source: https://planprovider.pro/companies/syntax-systems-usa-lp-401k-plan

> Syntax Systems Usa LP's 401(k) plan: 382 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Syntax Systems Usa LP

- **Sponsor EIN:** 030524476

- **Sponsor Address:** 629 DAVIS DRIVE SUITE 600, MORRISVILLE, NC, 27560

- **Plan Type:** 401(k)

- **Total Participants:** 382

- **Total Assets:** $63.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|382|$63.3M|$2.5M|$4.7M|

| 2023|377|$52.7M|$2.4M|$4.3M|

| 2022|0|$43.1M|$2.0M|$3.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$162,695|—|$162,695|

| GALLAGHER BENEFIT SERVICES INC DBA|INVESTMENT ADVISOR|$85,199|—|$85,199|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$40,731|—|$40,731|

| SIKICH|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $288,625

- **Estimated Expense Ratio:** 0.456% of plan assets

### 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|$288,625|$125,930|—|—|—|

| 2023|$166,328|$101,062|—|—|—|

| 2022|$159,108|—|$159,108|—|—|

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