Syndeo Outsourcing 401(k) match, vesting and fees

Plan year 2024 filingSyndeo Outsourcing 401(k) Retirement Plan · Plan 333 · EIN 71-0893511Updated Oct 2026

What Syndeo Outsourcing's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $1.6M in employer contributions, about $1,820 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$42,094
Average account balance
1,418
Participants (end of year)
$37.4M
Plan assets (end of year)
0.60%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorSwindoll, Janzen, Hawk & Loyd, LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 231 defined-contribution plans in administrative, support and waste management services with 500 to 999 participants.

Syndeo Outsourcing: employer contribution per participant$1,820
Peer median$1,443
Syndeo Outsourcing: average balance$42,094
Peer median$38,287
Syndeo Outsourcing: admin expenses ÷ assets0.60%
Peer median0.47%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $33.2M at the end of plan year 2021 to $37.4M at the end of plan year 2024.

$33.2M2021$27.6M2022$37.4M2024
End-of-year figures from each plan year's Form 5500 filing for the Syndeo Outsourcing plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20241,418$37.4M$1.6M$1,8200.60%Not publishedForm 5500 ↗
20221,002$27.6M$1.2M$1,7950.69%Not publishedForm 5500 ↗
20211,041$33.2M$969K$1,4860.54%Not publishedForm 5500 ↗

Other Syndeo Outsourcing plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Syndeo Outsourcing 401(k) Pooled Employer Plan

Plan 002 · EIN 71-0893511 · plan year 2023 filing
$43,244
Average account balance
1,204
Participants (end of year)
$35M
Plan assets (end of year)
0.61%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorSwindoll, Janzen, Hawk & Loyd, LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Common questions

Does Syndeo Outsourcing match 401(k) contributions?

The match terms for the Syndeo Outsourcing 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $1,820 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Syndeo Outsourcing 401(k) match vested?

The vesting schedule for the Syndeo Outsourcing 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Syndeo Outsourcing 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Ameritas Life Insurance Corp. The plan administrator is Syndeo Outsourcing, LLC.

I left Syndeo Outsourcing. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Syndeo Outsourcing, LLC, (316) 630-9107) or the recordkeeper, Ameritas Life Insurance Corp. The Syndeo Outsourcing old 401(k) page lists the contacts from every plan filing. Find an old Syndeo Outsourcing 401(k)

Data from the public Form 5500 annual reports Syndeo Outsourcing filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Syndeo Outsourcing. Not financial advice. Report a correction · Methodology