Sp Of Sc Retirement Incentive Plan
Sponsored by Synergi Holdings · EIN 823721446 · Plan #001
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 302
- With balances
- 274
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 · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co, L.P. | Investment advisory (participants) | $40,520 |
| John Hancock Life Insurance Company | Recordkeeping | $2,750 |
| Wilshire Assoc Inc Usa | Investment advisory (participants) | $2,315 |