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Original filing (PDF)20250814100318NAL0008997715001
SYNERGY IT SOLUTIONS OF NYS, INC.
Form 5500
FILING_RECEIVED
THE SYNERGY GLOBAL SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
132
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNERGY IT SOLUTIONS OF NYS, INC..
Plan sponsor
Name
SYNERGY IT SOLUTIONS OF NYS, INC.
DBA
SYNERGY GLOBAL SOLUTIONS, INC.
EIN
16-0985336
Address
452 SONWIL DRIVE · SUITE 4 · CHEEKTOWAGA, NY · 14225
Phone
(716) 250-3255
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MENGEL, METZGER, BARR & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | ADVISOR | $26K | — |
Investments
28 direct securities · 1 pooled fund· $11.9M(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.
Uncategorized
$11.3M
27 holdings
Common Collective Trusts
$317K
1 holding
Common Collective Trust
$296K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $1.9M | 16.6% | |
| Fidelity Extended Market Index | — | — | — | $1.6M | 14.0% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $1.0M | 8.9% | |
| Fidelity Advisor Freedom 2045 Fund Class I | — | — | — | $898K | 7.8% | |
| Fidelity Advisor Freedom 2035 Fund Class I | — | — | — | $743K | 6.4% | |
| JPMorgan Equity Income R6 | — | — | — | $643K | 5.5% | |
| Fidelity Advisor Strategic Income Fund Class I | — | — | — | $622K | 5.4% | |
| Fidelity Advisor Freedom 2040 Fund Class I | — | — | — | $575K | 5.0% | |
| Fidelity Advisor Freedom 2055 Fund Class I | — | — | — | $563K | 4.9% | |
| Fidelity Advisor Freedom 2050 Fund Class I | — | — | — | $501K | 4.3% | |
| American Funds EuroPacific Growth R6 | — | — | — | $432K | 3.7% | |
| * Fidelity Advisor Stable Value Portfolio Class III | Common Collective Trusts | — | — | $317K | 2.7% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $296K | 2.6% | |
| Fidelity Advisor Capital & Income Fund Class I | — | — | — | $276K | 2.4% | |
| Fidelity Advisor Freedom 2030 Fund Class I | — | — | — | $233K | 2.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $213K | 1.8% | |
| to 9.50% per annum | — | — | — | $189K | 1.6% | |
| Fidelity Advisor Small Cap Growth Fund Class I | — | — | — | $153K | 1.3% | |
| Fidelity Advisor Emerging Markets Fund Class I | — | — | — | $149K | 1.3% | |
| Fidelity Advisor Freedom 2020 Fund Class I | — | — | — | $136K | 1.2% | |
| Fidelity Advisor Freedom 2060 Fund Class I | — | — | — | $115K | 1.0% | |
| Fidelity Advisor Freedom 2025 Fund Class I | — | — | — | $85K | 0.7% | |
| Allspring Special Small Cap Value Fund - Class Inst | — | — | — | $70K | 0.6% | |
| and description of investment including maturity Current date, rate of interest, collateral, par or maturity value Mutual Funds Principal SmallCap Fund R5 Class | — | — | — | $50K | 0.4% | |
| Fidelity Advisor Freedom Income Fund Class I | — | — | — | $24K | 0.2% | |
| Fidelity Government Money Market K6 | — | — | — | $22K | 0.2% | |
| Fidelity Advisor Freedom 2015 Fund Class I | — | — | — | $16K | 0.1% | |
| Fidelity Advisor Freedom 2010 Fund Class I | — | — | — | $15K | 0.1% | |
| Fidelity Advisor Freedom 2065 Fund Class I | — | — | — | $3K | <0.1% |