AUMdb

Syndigo 401(k) Plan

Sponsored by Syndigo Llc · EIN 203328053 · Plan #001

Total assets
$49.6M
Net assets
$49.6M
Active participants
554
With balances
785

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $118,585
Raymond James & Associates, Inc. Investment advisory (plan) $50,820