Kenneth Damato signed I2C Synergy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
I2C Synergy, Inc.'s EIN is 23-1702839.
Download the official 2024 Form 5500 (PDF) for I2C Synergy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)I2C Synergy, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES | 91-1802259 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $4.5M | 15.4% | |
| Vanguard Fiduciary Trust Company Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.7M | 9.4% | |
| Vanguard Fiduciary Trust Company Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $2.6M | 9.1% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.6M | 8.8% | |
| Vanguard Fiduciary Trust Company Vanguard PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $2.4M | 8.4% | |
| Vanguard Fiduciary Trust Company Vanguard Windsor II Fund Admiral Shares | Mutual Funds | — | — | $1.8M | 6.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.7M | 5.9% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.2M | 4.1% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.0M | 3.6% | |
| Vanguard Fiduciary Trust Company Vanguard Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | — | $1.0M | 3.6% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $955K | 3.3% | |
| Vanguard Fiduciary Trust Company Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $717K | 2.5% | |
| Vanguard Fiduciary Trust Company Vanguard Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $607K | 2.1% | |
| Vanguard Fiduciary Trust Company Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $599K | 2.1% | |
| Vanguard Fiduciary Trust Company Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $543K | 1.9% | |
| Vanguard Fiduciary Trust Company Vanguard Health Care Fund Admiral Shares | Mutual Funds | — | — | $482K | 1.7% | |
| Vanguard Fiduciary Trust Company Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $459K | 1.6% | |
| Vanguard Fiduciary Trust Company Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $386K | 1.3% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $310K | 1.1% | |
| Vanguard Fiduciary Trust Company Vanguard Emerging Markets Stock Index Fund Admiral Shr | Common Collective Trusts | — | — | $200K | 0.7% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $187K | 0.6% | |
| Vanguard Fiduciary Trust Company Vanguard Intermediate-Term Treasury Fund: Adm Shr | Mutual Funds | — | — | $183K | 0.6% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $165K | 0.6% | |
| Vanguard Fiduciary Trust Company Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $153K | 0.5% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $147K | 0.5% | |
| Notes receivable from participants Interest rates at 5.25% - 9.75% | Bonds / Notes | — | — | $138K | 0.5% | |
| Vanguard Fiduciary Trust Company Vanguard Energy Fund Admiral Shares | Mutual Funds | — | — | $135K | 0.5% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $125K | 0.4% | |
| Vanguard Fiduciary Trust Company Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $114K | 0.4% | |
| American Funds American Funds American Balanced R6 Fund | Mutual Funds | — | — | $110K | 0.4% | |
| Vanguard Fiduciary Trust Company Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $109K | 0.4% | |
| Vanguard Fiduciary Trust Company Vanguard Inflation-Protected Securities Admiral Fund | Mutual Funds | — | — | $108K | 0.4% | |
| VANGUARD RETIRE SAVINGS TR 111 VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $102K | 0.4% | |
| Nuveen International Equity Index Institutional Fund | Common Collective Trusts | — | — | $86K | 0.3% | |
| Vanguard Fiduciary Trust Company Vanguard Information Technology Index Admiral Fund | Mutual Funds | — | — | $83K | 0.3% | |
| ASSETS HELD AT END OF YEAR (E) 65,907.4286,255.257,482.621,401.66 | Other securities | — | — | $83K | 0.3% | |
| Federated Hermes Federated Hermes Institutional High Yield Bond Fund Institutional Shares | Other securities | — | — | $66K | 0.2% | |
| Vanguard Fiduciary Trust Company Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $50K | 0.2% | |
| ASSETS HELD AT END OF YEAR (E) 49,978.0212,447.62 | Other securities | — | — | $12K | <0.1% | |
| Vanguard Fiduciary Trust Company Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Fiduciary Trust Company Vanguard Wellesley Income Admiral Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Nuveen Real Estate Securities Institutional Fund | Mutual Funds | — | — | $7K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $1K | <0.1% |
