Melissa Kollatz signed Synergy IT Solutions of NYS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Synergy IT Solutions of NYS, Inc.'s EIN is 16-0985336.
Download the official 2024 Form 5500 (PDF) for Synergy IT Solutions of NYS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Synergy IT Solutions of NYS, Inc.'s plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Sponsor Company 501,682 * Synergy IT Solutions of NYS, Inc. Common stock | Common Stocks | — | $10.9M | $8.5M | 96.6% | |
| JPMorgan Mortgage Backed Securities Fund Class I | Other securities | — | $35K | $36K | 0.4% | |
| GMO Opportunistic Income | Other securities | — | $35K | $33K | 0.4% | |
| Regan Total Return Income Instl Class | Other securities | — | $28K | $28K | 0.3% | |
| Crossingbridge Low Duration High Yield Instl | Other securities | — | $27K | $26K | 0.3% | |
| Angel Oak Ultrashort Income Instl | Other securities | — | $25K | $25K | 0.3% | |
| Exchange-Traded Funds 379.000 Vanguard Short Term Treasury ETF | Mutual Funds | — | $23K | $22K | 0.3% | |
| Easterly Income Opportunities Fund Class I | Other securities | — | $18K | $17K | 0.2% | |
| River Canyon Total Return Bond Class I | Other securities | — | $17K | $17K | 0.2% | |
| s 1540.193 BBH Limited Duration Fund Class I | Mutual Funds | — | $16K | $16K | 0.2% | |
| Blackrock Taxable Municipal Bond Trust | Bonds / Notes | — | $14K | $14K | 0.2% | |
| Bramshill Multi Strategy Income Instl Class I | Other securities | — | $14K | $14K | 0.2% | |
| TCW Flexible Income ETF | Other securities | — | $9K | $8K | <0.1% | |
| Metropolitan West Total Return Bond Class I | Other securities | — | $8K | $8K | <0.1% | |
| Nuveen Taxable Municipal Income Fund | Mutual Funds | — | $7K | $7K | <0.1% | |
| Shares Cash equivalents 5,382.970 JPMorgan US Government Money Market Fund | Cash / Money Market | — | $5K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
