Synergy Companies 401 K Plan
Sponsored by Synergy Companies · EIN 943057724 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 453
- With balances
- 227
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (plan), Investment management | $28,916 |
| Cota Street Investment Mgt | Investment management | $11,465 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $9,115 |
| Pentegra Services Inc | Contract administrator | $6,099 |