Zynergia Hr 401(k) Plan
Sponsored by Synergy Hr Llc · EIN 813943870 · Plan #002
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 616
- With balances
- 206
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,957 |
| Cbiz Investment Advisory Services | Consulting (general), Insurance services, Investment advisory (plan) | $9,867 |