Syndeo Outsourcing, LLC's EIN is 71-0893511.
Download the official 2024 Form 5500 (PDF) for Syndeo Outsourcing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Syndeo Outsourcing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $138K | — |
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $53K | — |
| SWINDOLL, JANZEN, HAWK & LOYD, LLC | 48-1041128 | — | NONE | $18K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $36.1M | 96.5% |
