Plan Snapshot
- Plan Sponsor: Syntegon Pharma Technology, LLC
- Sponsor EIN: 410965166
- Sponsor Address: 8700 WYOMING AVE. N., MINNEAPOLIS, MN, 55445
- Plan Type: 401(k)
- Total Participants: 434
- Total Assets: $47.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 434 | $47.3M | $5.2M | $5.1M |
| 2022 | 424 | $33.5M | $4.7M | $4.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $100,062 | — | $100,062 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $22,596 | — | $22,596 |
| PENSION ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- PENSION ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,658
- Estimated Expense Ratio: 0.259% 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 |
|---|---|---|---|---|---|
| 2023 | $62,029 | $11,298 | $600 | — | — |
| 2022 | $61,074 | $9,895 | — | — | — |