Cyntergy Aec, Llc Profit Sharing 401(k) Plan
Sponsored by Cyntergy Aec Llc · EIN 731535263 · Plan #001 · Tulsa, OK
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 173
- With balances
- 173
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 |
|---|---|---|
| Wealth Management Advisors, Llc CRD 171260 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Management Advisors | Investment advisory (participants) | $35,233 |
| John Hancock Life Insurance Company | Recordkeeping | $1,756 |