I2c Synergy 401(k) match, vesting and fees
What I2c Synergy's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kreischer Miller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| I2c Synergy: employer contribution per participant | $2,613 | |
| Peer median | $1,988 |
| I2c Synergy: average balance | $208,875 | |
| Peer median | $75,431 |
| I2c Synergy: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $25M at the end of plan year 2021 to $29M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 165 | $29M | $363K | $2,613 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 149 | $24.8M | $286K | $2,132 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 153 | $21.1M | $256K | $1,812 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 163 | $25M | $249K | $1,635 | <0.01% | Not published | Form 5500 ↗ |
Other I2c Synergy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
I2c Synergy, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Kreischer Miller (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does I2c Synergy match 401(k) contributions?
The match terms for the I2c Synergy, Inc 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $363K in employer contributions, about $2,613 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the I2c Synergy 401(k) match vested?
The vesting schedule for the I2c Synergy, Inc 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the I2c Synergy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is I2c Synergy, Inc..
I left I2c Synergy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (I2c Synergy, Inc., (215) 442-0700) or the recordkeeper, Principal Life Insurance Company. The I2c Synergy old 401(k) page lists the contacts from every plan filing. Find an old I2c Synergy 401(k)
Data from the public Form 5500 annual reports I2c Synergy filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with I2c Synergy. Not financial advice. Report a correction · Methodology