AUMdb

Psynergy Programs, Inc. 401(k) Plan

Sponsored by Psynergy Programs, Inc. · EIN 743131675 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
159
With balances
201

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Newfront Retirement Services, Inc. CRD 167641 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $19,114
Newfront Retirement Services, Inc. Investment advisory (plan) $11,020