Plan Snapshot
- Plan Sponsor: Syndicate Sales INC.
- Sponsor EIN: 356207887
- Sponsor Address: 2025 N WABASH AVE, KOKOMO, IN, 46901
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 211 | $12.4M | $259,074 | $913,794 |
| 2023 | 223 | $10.2M | $238,410 | $787,258 |
| 2022 | 194 | $8.2M | $225,439 | $756,417 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER, & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER, & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $58,009 | $32,958 | — | — | — |
| 2023 | $47,653 | $28,176 | — | — | — |
| 2022 | $49,865 | $1,545 | — | — | — |