Plan Snapshot
- Plan Sponsor: Syndeo Outsourcing, LLC
- Sponsor EIN: 710893511
- Sponsor Address: 3504 N. GREAT PLAINS DR., WICHITA, KS, 67220
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 982
- Total Assets: $35.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 982 | $35.0M | $1.3M | $2.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | Recordkeeper | $123,985 | — | $123,985 |
| BKS FINANCIAL INVESTMENTS LLC | Other Service Provider | $45,678 | — | $45,678 |
| SWINDOLL, JANZEN, HAWK & LOYD, LLC | Auditor | $15,700 | — | $15,700 |
| CHARLES SCHWAB BANK | Recordkeeper | $7,075 | — | $7,075 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — Recordkeeper
- SWINDOLL, JANZEN, HAWK & LOYD, LLC — Auditor
- CHARLES SCHWAB BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,438
- Estimated Expense Ratio: 0.549% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $192,459 | $45,699 | $106,494 | $15,700 | — |