Syndeo Outsourcing 401(k) Retirement Plan
Sponsored by Syndeo Outsourcing, Llc · EIN 710893511 · Plan #333
- Total assets
- $37.4M
- Net assets
- $37.4M
- Active participants
- 1,243
- With balances
- 889
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $138,243 |
| Bks Financial Investments Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $52,548 |
| Swindoll, Janzen, Hawk & Loyd, Llc | Accounting, Direct payment from the plan | $18,400 |
| Charles Schwab Bank | Custodial (securities), Securities brokerage, Participant loan processing | $7,602 |