Synergy Business Innovation 401(k) P/S Plan
Sponsored by Synergy Business Innovation And · EIN 841698665 · Plan #001
- Total assets
- $37.7M
- Net assets
- $37.7M
- Active participants
- 498
- With balances
- 472
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., L.P. | Investment advisory (plan) | $46,807 |
| John Hancock | Recordkeeping, Participant loan processing, Recordkeeping fees | $18,185 |
| Wilshire Associates | Investment advisory (plan) | $5,842 |