Plan Snapshot
- Plan Sponsor: Syndicated Capital, INC.
- Sponsor EIN: 954042447
- Sponsor Address: 21671 GATEWAY CENTER DRIVE, STE 111, DIAMOND BAR, CA, 91765
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $6.3M
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. |
| 2025 | 4 | $6.3M | $0 | $0 |
| 2024 | 4 | $4.3M | $9,981 | $88,682 |
| 2023 | 4 | $3.6M | $10,000 | $92,343 |
| 2022 | 3 | $2.2M | $7,500 | $56,161 |
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