Syneos Health Savings And Retirement Plan
Sponsored by Syneos Health · EIN 330723120 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 9,827
- With balances
- 14,922
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $377,109 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $304,616 |
| Captrust Financial Advisors | Consulting (general) | $132,750 |
| Rsm Us Llp | Accounting | $21,000 |