Prachee Devadas signed Synergy Enterprises, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Synergy Enterprises, Incorporated's EIN is 04-3755253.
Download the official 2024 Form 5500 (PDF) for Synergy Enterprises, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Synergy Enterprises, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $2.7M | 22.1% | |
| MYWAYRTMT IDX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $2.7M | 22.1% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $1.9M | 15.7% | |
| MYWAYRTMT IDX RETIREMENT FD GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $1.9M | 15.7% | |
| MYWAYRTMT IDX 2045 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $1.7M | 14.2% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $1.7M | 14.2% | |
| MYWAYRTMT IDX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $1.4M | 11.4% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $1.4M | 11.4% | |
| MYWAYRTMT IDX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $1.3M | 10.7% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $1.3M | 10.7% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $1.1M | 9.2% | |
| MYWAYRTMT IDX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $1.1M | 9.2% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $623K | 5.1% | |
| MYWAYRTMT IDX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $623K | 5.1% | |
| MYWAYRTMT IDX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $462K | 3.8% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $462K | 3.8% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $176K | 1.4% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $176K | 1.4% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $144K | 1.2% | |
| MYWAYRETIREMENT LRG CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $144K | 1.2% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $109K | 0.9% | |
| BLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $109K | 0.9% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $81K | 0.7% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $81K | 0.7% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $79K | 0.7% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $79K | 0.7% | |
| MYWAYRETIREMENT LRG CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $68K | 0.6% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $68K | 0.6% | |
| Participant Loans | Participant loans | — | $0 | $40K | 0.3% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $28K | 0.2% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $28K | 0.2% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $27K | 0.2% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $27K | 0.2% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $24K | 0.2% | |
| MYWAYRETIREMENT SM CAP VAL R GREAT GRAY TRUST COMPANY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $24K | 0.2% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $23K | 0.2% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $23K | 0.2% | |
| MYWAYRETIREMENT GLOBAL BOND R GREAT GRAY TRUST COMPANY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $22K | 0.2% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $22K | 0.2% | |
| MYWAYRETIREMENT INTERNATIONAL GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $18K | 0.1% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $18K | 0.1% | |
| BLACKROCK U.S. TIPS INDEX CL 1 GREAT GRAY TRUST COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $18K | 0.1% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $18K | 0.1% | |
| MYWAYRETIREMENT MULTI-SEC BD R GREAT GRAY TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $16K | 0.1% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $16K | 0.1% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $16K | 0.1% | |
| MYWAYRETIREMENT CORE BOND R FD GREAT GRAY TRUST COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $16K | 0.1% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $13K | 0.1% | |
| MYWAYRETIREMENT EMERG MRKTS R GREAT GRAY TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $13K | 0.1% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
