Synergy Services Inc. 401(k) Plan
Sponsored by Synergy Services Inc. · EIN 430970674 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 211
- With balances
- 100
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 |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Trustee (institutional) | $19,130 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |
| Charles Schwab Bank | Custodial (securities), Investment management, Investment management fees (indirect) | $0 |