James Wiley signed Syracuse Home Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Syracuse Home Association's EIN is 15-0533582.
Download the official 2024 Form 5500 (PDF) for Syracuse Home Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Syracuse Home Association'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO LLP | 16-1131146 | — | ACCOUNTANT | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $8.2M | 75.6% | |
| TRP SV COMMON TR A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $446K | 4.1% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $248K | 2.3% | |
| TRP RETIREMENT 2060 I 180 REGISTERED INVESTMENT COMPANY PGIM HIGH YIELD FUND R6 0 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $244K | 2.2% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $199K | 1.8% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $183K | 1.7% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $143K | 1.3% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $134K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $114K | 1.0% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $104K | 1.0% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $72K | 0.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $62K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $59K | 0.5% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $58K | 0.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $43K | 0.4% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $6K | <0.1% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
