Plan Snapshot
- Plan Sponsor: Syndio Solutions, INC.
- Sponsor EIN: 814216193
- Sponsor Address: 113 CHERRY ST, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 144 | $8.8M | $1,329 | $2.0M |
| 2023 | 139 | $6.3M | $0 | $2.0M |
| 2022 | 156 | $3.6M | $304 | $1.6M |
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 |
|---|---|---|---|---|
| HALLOWELL 401(K) ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HALLOWELL 401(K) ASSURANCE, LLC — 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 | $17,943 | — | — | — | — |
| 2023 | $12,198 | $12,198 | — | — | — |
| 2022 | $6,878 | $6,878 | — | — | — |