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

Active participants

13,824

Total plan assets

$650.2M

Filings (rows)

Direct comp

$9K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Cyndeo Wealth Partners?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Plan Professionals, LLC Buildwise · all filings	SHREWSBURY, NJ	Advisor / Consultant	13,824	$650.2M	$9K	$0