What public Form 5500 filings show about the Syndeo Outsourcing, LLC 401(k) plan — and how to find and check your own account.
Syndeo Outsourcing, LLC (EIN 71-0893511) reports SYNDEO OUTSOURCING 401(K) RETIREMENT PLAN on its most recent Form 5500, with $72.5M in plan assets across 2,225 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Syndeo Outsourcing, LLC filing — schedules, fees, and providers.
Syndeo Outsourcing, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Syndeo Outsourcing, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SWINDOLL JANZEN HAWK & LOYD, CHARLES SCHWAB BANK, AMERITAS LIFE INSURANCE, BKS FINANCIAL INVESTMENTS.
