Original filing (PDF)20250923122141NAL0009162418001

SYNOLOGY AMERICA CORP.

Name: SYNOLOGY AMERICA CORP. — SYNOLOGY AMERICA CORP. 401(K) P/S PLAN, Form 5500 (2024)
Creator: SYNOLOGY AMERICA CORP.

Form 5500

FILING_RECEIVED

SYNOLOGY AMERICA CORP. 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

Non-clean audit opinion

Active participants

124

Accounts w/ balance

244

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNOLOGY AMERICA CORP..

Plan sponsor

Name

SYNOLOGY AMERICA CORP.

EIN

20-4770542

Address

3535 FACTORIA BLVD SE STE 200 · BELLEVUE, WA · 98006

Phone

(425) 818-1587

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$7K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SHAREBUILDER ADVISOR LLC	—	SEATTLE, WA	NONE	$21K	—

Investments

20 direct securities· $6.3M(100% of reported assets)

Other securities

$6.0M

17 holdings

Real Estate

$251K

1 holding

Participant loans

$78K

1 holding

Cash / Money Market

$16K

1 holding

					% of plan
Schwab U.S. Large-Cap Growth ETF Schwab 0	Other securities	—	—	$1.2M	18.3%
Vanguard Value Index ETF Vanguard 0	Other securities	—	—	$700K	11.0%
SPDR Index Ptf Devel World ex-US ETF SPDR 0	Other securities	—	—	$642K	10.1%
Schwab U.S. Small-Cap ETF Schwab 0	Other securities	—	—	$608K	9.6%
Vanguard Mid Cap Index ETF Vanguard 0	Other securities	—	—	$574K	9.0%
Vanguard Total Bond Market ETF Vanguard 0	Other securities	—	—	$569K	9.0%
SPDR S&P Emerging Markets ETF SPDR 0	Other securities	—	—	$507K	8.0%
iShares 0-5 Year TIPS Bond ETF iShares 0	Other securities	—	—	$405K	6.4%
Schwab Short-Term U.S. Treasury ETF Schwab 0	Other securities	—	—	$315K	5.0%
Vanguard S&P 500 ETF Vanguard 0	Other securities	—	—	$304K	4.8%
Select Sector SPDR ETF SPDR 0	Real Estate	—	—	$251K	4.0%
Schwab US Dividend Equity ETF Schwab 0	Other securities	—	—	$88K	1.4%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$78K	1.2%
Invesco QQQ Trust Invesco 0	Other securities	—	—	$72K	1.1%
Aberdeen Standard Gold ETF Trust Aberdeen 0	Other securities	—	—	$21K	0.3%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Cash / Money Market	—	—	$16K	0.3%
SPDR Dow Jones Industrial Average ETF SPDR 0	Other securities	—	—	$11K	0.2%
SPDR S&P 500 Fossil Fuel Res Free ETF SPDR 0	Other securities	—	—	$7K	0.1%
iShares ESG MSCI KLD 400 ETF iShares 0	Other securities	—	—	$6K	<0.1%
Vanguard Interm-Term Treas Index ETF Vanguard 0	Other securities	—	—	$6K	<0.1%