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Original filing (PDF)20251003143329NAL0000913123001
SYNIVERSE TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
SYNIVERSE TECHNOLOGIES SAVINGS PLAN
401(k) retirement plan
Active participants
469
Accounts w/ balance
878
Plan assets (EOY)
$176.2M
Net assets (EOY)
$176.2M
How this plan invests
This plan
29 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNIVERSE TECHNOLOGIES LLC.
Plan sponsor
Name
SYNIVERSE TECHNOLOGIES LLC
EIN
06-1262301
Address
8125 HIGHWOODS PALM WAY · TAMPA, FL · 33647
Phone
(813) 637-5000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
THE RETIREMENT PLAN COMMITTEE
EIN
06-1262301
City
TAMPA, FL
Phone
(813) 539-9266
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT PLAN SERV | 52-1714114 | — | RECORDKEEPER | $10K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | CONSULTANT | $90K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURANCE DIMENSIONS | — | TAMPA, FL | AUDITOR | $10K | — |
Investments
22 direct securities · 29 pooled funds· $176.2M(100% of reported assets)
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.
Common Collective Trust
$94.1M
29 holdings
Uncategorized
$82.1M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPM LG CAP GROWTH R6 | — | — | — | $24.4M | 13.8% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $19.8M | 11.2% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.7M | 10.6% | |
| VANGUARD INST INDEX | — | — | — | $17.8M | 10.1% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $17.4M | 9.9% | |
| TRP STABLE VALUE N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $10.5M | 6.0% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.3M | 4.7% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $7.9M | 4.5% | |
| PIF MIDCAP FUND R6 | — | — | — | $5.5M | 3.1% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.1M | 2.9% | |
| COL DIVIDEND INC I3 | — | — | — | $4.3M | 2.4% | |
| TRP NEW HORIZONS I | — | — | — | $4.3M | 2.4% | |
| DODGE & COX INCOME X | — | — | — | $4.1M | 2.3% | |
| BLKRK MD CP GR EQ K | — | — | — | $3.3M | 1.9% | |
| MGL SM CAP CORE R6 | — | — | — | $3.3M | 1.9% | |
| MFS INTL DIVRSN R6 | — | — | — | $2.9M | 1.6% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.5% | |
| Notes receivable from participants (4.25% - 9.50%) | — | — | — | $1.9M | 1.1% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.1% | |
| MFS MID CAP VALUE R6 | — | — | — | $1.8M | 1.0% | |
| VANG MIDCAP IDX ADM | — | — | — | $1.2M | 0.7% | |
| FID INFL PR BD IDX | — | — | — | $1.2M | 0.7% | |
| VANG SM CAP IDX ADM | — | — | — | $1.2M | 0.7% | |
| AF NEW PERSPECT R6 | — | — | — | $1.2M | 0.7% | |
| VANG TOT WLD STK ADM | — | — | — | $930K | 0.5% | |
| AS SPL SM CAP VAL R6 | — | — | — | $928K | 0.5% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $829K | 0.5% | |
| VANG TOT BD MKT ADM | — | — | — | $756K | 0.4% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $441K | 0.3% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $440K | 0.2% | |
| FID TOTAL INTL IDX | — | — | — | $422K | 0.2% | |
| VAN REAL EST IDX ADM | — | — | — | $411K | 0.2% | |
| AF NEW WORLD R6 | — | — | — | $299K | 0.2% | |
| TRP RETIRE BAL A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 005 | Common Collective Trust | — | — | $58K | <0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| FID GOVT MMKT K6 | — | — | — | $13K | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
