Synergi Holdings 401(k) match, vesting and fees
What Synergi Holdings' 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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | The Hobbs Group, P.A. (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 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Synergi Holdings: employer contribution per participant | $3,206 | |
| Peer median | $2,521 |
| Synergi Holdings: average balance | $46,673 | |
| Peer median | $75,833 |
| Synergi Holdings: admin expenses ÷ assets | 0.90% | |
| Peer median | 0.27% |
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 $5.2M at the end of plan year 2022 to $12.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 342 | $12.8M | $878K | $3,206 | 0.90% | Not published | Form 5500 ↗ |
| 2023 | 387 | $9.3M | $900K | $3,136 | 0.72% | Not published | Form 5500 ↗ |
| 2022 | 162 | $5.2M | $656K | $4,071 | 1.06% | Not published | Form 5500 ↗ |
Other Synergi Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Synergi 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 | The Hobbs Group, PA (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Synergi Holdings match 401(k) contributions?
The match terms for the Sp of Sc Retirement Incentive Plan have not been published from its filing yet. The plan year 2024 filing reports $878K in employer contributions, about $3,206 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Synergi Holdings 401(k) match vested?
The vesting schedule for the Sp of Sc Retirement Incentive Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Synergi Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is First Party Administrator, LLC.
I left Synergi Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (First Party Administrator, LLC, (678) 500-9551) or the recordkeeper, John Hancock Life Insurance Company. The Synergi Holdings old 401(k) page lists the contacts from every plan filing. Find an old Synergi Holdings 401(k)
Data from the public Form 5500 annual reports Synergi Holdings filed with the U.S. Department of Labor (plan years 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 Synergi Holdings. Not financial advice. Report a correction · Methodology