Synergy Physical Therapy Holdings III 401(k) match, vesting and fees
What Synergy Physical Therapy Holdings III'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Synergy Physical Therapy Holdings III: employer contribution per participant | $1,248 | |
| Peer median | $1,468 |
| Synergy Physical Therapy Holdings III: average balance | $29,819 | |
| Peer median | $37,786 |
| Synergy Physical Therapy Holdings III: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.39% |
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 $5.8M at the end of plan year 2021 to $9.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 582 | $9.9M | $414K | $1,248 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 537 | $7.4M | $324K | $1,070 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 481 | $5.5M | $321K | $1,107 | 0.62% | Not published | Form 5500 ↗ |
| 2021 | 395 | $5.8M | $254K | $961 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Synergy Physical Therapy Holdings III match 401(k) contributions?
The match terms for the Empower Physical Therapy 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $414K in employer contributions, about $1,248 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Synergy Physical Therapy Holdings III 401(k) match vested?
The vesting schedule for the Empower Physical Therapy 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Synergy Physical Therapy Holdings III 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Synergy Physical Therapy Holdings III, LLC.
I left Synergy Physical Therapy Holdings III. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Synergy Physical Therapy Holdings III, LLC, (480) 653-8200) or the recordkeeper, The Vanguard Group, Inc.. The Synergy Physical Therapy Holdings III old 401(k) page lists the contacts from every plan filing. Find an old Synergy Physical Therapy Holdings III 401(k)
Data from the public Form 5500 annual reports Synergy Physical Therapy Holdings III 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 Synergy Physical Therapy Holdings III. Not financial advice. Report a correction · Methodology