AUMdb

Synoptek, Llc 401(k) & Profit Sharing Plan

Sponsored by Synoptek, Llc · EIN 463291703 · Plan #001

Total assets
$34.2M
Net assets
$34.2M
Active participants
401
With balances
552

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
Gallagher Fiduciary Advisors, Llc CRD 146509 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 $61,141
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $59,662
Baker Tily Advisor Group, Lp Accounting $9,975