Plan Snapshot
- Plan Sponsor: Synterra
- Sponsor EIN: 570962660
- Sponsor Address: 148 RIVER STREET SUITE 220, GREENVILLE, SC, 29601
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $10.9M
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 | 89 | $10.9M | $240,767 | $593,387 |
| 2023 | 94 | $11.4M | $283,087 | $697,526 |
| 2022 | 96 | $10.2M | $267,541 | $651,990 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — 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 | $27,101 | $7,127 | — | — | — |
| 2023 | $29,397 | $5,298 | — | — | — |
| 2022 | $22,172 | — | $22,172 | — | — |