Synergy Rents 401(k) match, vesting and fees
What Synergy Rents' 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $9.2M at the end of plan year 2022 to $16M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 639 | $16M | $1.2M | $1,913 | 0.75% | Not published | Form 5500 ↗ |
| 2023 | 496 | $12.5M | $987K | $2,006 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 487 | $9.2M | $1.1M | $2,175 | 0.65% | Not published | Form 5500 ↗ |
Common questions
Does Synergy Rents match 401(k) contributions?
The match terms for the Synergy Equipment 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $1,913 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Synergy Rents 401(k) match vested?
The vesting schedule for the Synergy Equipment 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Synergy Rents 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Synergy Rents, LLC.
I left Synergy Rents. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Synergy Rents, LLC, (813) 460-1771) or the recordkeeper, Empower Annuity Insurance Company O. The Synergy Rents old 401(k) page lists the contacts from every plan filing. Find an old Synergy Rents 401(k)
Data from the public Form 5500 annual reports Synergy Rents 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 Synergy Rents. Not financial advice. Report a correction · Methodology