Synergy55 Llc Profit Sharing And Savings Plan
Sponsored by Synergy55 Llc · EIN 364259890 · Plan #001
- Total assets
- $213M
- Net assets
- $213M
- Active participants
- 764
- With balances
- 929
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Investment advisory (plan) | $76,215 |
| Aptia Insurance Services Group, Llc | Consulting (general) | $8,190 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$4,461 |