How big is Financial SYNC, Inc.'s plan?

Financial SYNC, Inc.'s plan reported $226K in assets and 6 participants for 2024.

Original filing (PDF)20251007084955NAL0007790112001

Financial SYNC, Inc.

Name: Financial SYNC, Inc. — Financial SYNC, Inc. 401(k), Form 5500 (2024)
Creator: Financial SYNC, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial SYNC, Inc. 401(k) Plan

401(k) retirement plan · Financial SYNC, Inc.'s Financial SYNC, Inc. 401(k) Plan held $226K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

People on this filing

Michael Schaeffer signed Financial SYNC, Inc.'s 2024 Form 5500 as plan administrator.

Michael Schaeffer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Financial SYNC, Inc.'s EIN is 27-0753597.

EIN 27-0753597

Plan number 001

Plan year 2024

ACK ID 20251007084955NAL0007790112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial SYNC, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial SYNC, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL SYNC, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score