Synergy Medical Systems Retirement Plan
Sponsored by Synergy Medical Systems · EIN 202021091 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 100
- With balances
- 152
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $8,745 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $5,422 |