Synergy Contracting, Llc 401(k) Plan
Sponsored by Synergy Contracting, L.L.C. · EIN 800075006 · Plan #002
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 101
- With balances
- 88
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $26,152 |
| Paco Inc. | Contract administrator, Other services, Direct payment from the plan | $5,069 |
| Coy, Joseph S. | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors, Llc | Investment advisory (plan), Other investment fees and expenses | $0 |