AUMdb

Synchronyhr Retirement Savings Plan

Sponsored by Cornerstone Employer Solutions, Llc Dba Synchronyhr · EIN 471197332 · Plan #001

Total assets
$95.5M
Net assets
$95.5M
Active participants
3,313
With balances
2,171

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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $357,449
Bks Financial Investments Llc Investment advisory (participants), Investment advisory (plan), Investment management $59,487
Cornerstone Employer Solutions, Llc Claims processing, Recordkeeping, Participant loan processing $33,659
Charles Schwab Bank Custodial (securities), Securities brokerage, Participant loan processing $22,800
Gill Cpa Services Accounting, Direct payment from the plan $14,300