Plan Ledger DOL Form 5500 · updated monthly

Synergy Medical Systems401(k)

SYNERGY MEDICAL SYSTEMS RETIREMENT PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.47%

Synergy Medical Systems reported $14,107 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.27% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Oregon (846th of 1,021), and 3,906th of 4,246 in wholesale trade. active participation has shrunk from 118 to 100 since 2022.

Plan summary
Net assets, end of year$3,196,584
Participants with balances152
Active participants100
Employer contributions—
Employee contributions$391,961
Employer contribution per active participant—
Average account balance$21,030
Benefits paid to participants$362,243
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 152 accts
2023$2.8M · 147 accts
2022$2.2M · 206 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,685
Investment management$5,422
Total administrative$14,107
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$8,745
MORGAN STANLEY GLOBAL · Investment advisory (plan)$5,422

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$14,107 · 0.47%
2023$12,444 · 0.50%
2022$6,256 · 0.27%
Similar plansWholesale Trade · Oregon
Hardwood Industries, Inc. OR$5.8M · 0.30%
Truax Corporation OR$5.1M · 0.22%
Spada Properties, Inc. OR$4.1M · 0.49%
Pwcc Marketplace OR$3.0M · 1.06%
Gear Up Sports, Inc. OR$2.5M · 0.55%
Dakavia Management Corp. OR$1.5M · 0.51%
Duckwall-Pooley Fruit Co. OR$1.2M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202021091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.