Plan Snapshot
- Plan Sponsor: Syntellis Performance Solutions, LLC
- Sponsor EIN: 851377808
- Sponsor Address: 320 N SANGAMON ST, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $24,091
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. |
|---|---|---|---|---|
| 2023 | 0 | $24,091 | $1.6M | $3.5M |
| 2022 | 375 | $39.2M | $2.2M | $4.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $69,423 | — | $69,423 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,393 | — | $5,393 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,816
- Estimated Expense Ratio: 310.556% 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 | $225,133 | $5,393 | — | — | — |
| 2022 | $61,252 | $4,883 | — | — | — |