What public Form 5500 filings show about the Syndicate Sales Inc. 401(k) plan — and how to find and check your own account.
Syndicate Sales Inc. (EIN 35-6207887) reports SYNDICATE SALES INC. TEAM MEMBERS' 401(K) PLAN on its most recent Form 5500, with $12.4M in plan assets across 211 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 Syndicate Sales Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Syndicate Sales Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PROCOURSE FIDUCIARY ADVISORS, STRATEGIC ADVISORS.
