AUMdb

The Synergy Global Solutions, Inc. 401(k) Plan

Sponsored by Synergy It Solutions Of Nys, Inc. · EIN 160985336 · Plan #004 · Cheektowaga, NY

Total assets
$11.6M
Net assets
$11.6M
Active participants
92
With balances
132

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
Wilmington Trust National Assoc Investment advisory (plan) $26,008
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $7,741