CYNDEO WEALTH PARTNERS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
13,824
Total plan assets
$650.2M
Filings (rows)
1
Direct comp
$9K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PLAN PROFESSIONALS, LLC BUILDWISE | SHREWSBURY, NJ | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 13,824 | $650.2M | $9K |