Synergy Health Partners 401(k) match, vesting and fees
What Synergy Health Partners' 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $3.5M at the end of plan year 2022 to $3.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 65 | $3.6M | $71K | $1,122 | 0.89% | Not published | 5500-SF ↗ |
| 2024 | 63 | $3M | $74K | $1,179 | 0.71% | Not published | 5500-SF ↗ |
| 2023 | 118 | $4.3M | $145K | $1,263 | 0.95% | Not published | Form 5500 ↗ |
| 2022 | 146 | $3.5M | $236K | $1,676 | 1.33% | Not published | Form 5500 ↗ |
Other Synergy Health Partners plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Synergy Health Partners 401(k) 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.
| Recordkeeper | Principal Life Insurance Company | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Synergy Health Partners match 401(k) contributions?
The match terms for the Synergy Health Partners 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $71K in employer contributions, about $1,122 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Synergy Health Partners 401(k) match vested?
The vesting schedule for the Synergy Health Partners 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Synergy Health Partners 401(k)?
The filing names Synergy Health Partners, Llc. as plan administrator; it does not list a recordkeeper.
I left Synergy Health Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Synergy Health Partners, Llc., (866) 803-2262). The Synergy Health Partners old 401(k) page lists the contacts from every plan filing. Find an old Synergy Health Partners 401(k)
Data from the public Form 5500 annual reports Synergy Health Partners filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) 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 Synergy Health Partners. Not financial advice. Report a correction · Methodology