Original filing (PDF)20240502103205NAL0027673041001

SUNGARD AVAILABILITY SERVICES, LP

Name: SUNGARD AVAILABILITY SERVICES, LP — SUNGARD AVAILABILITY SERVICES U. S. SAVINGS PLAN, Form 5500 (2023)
Creator: SUNGARD AVAILABILITY SERVICES, LP

Form 5500

FILING_RECEIVED

SUNGARD AVAILABILITY SERVICES U. S. SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

12 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNGARD AVAILABILITY SERVICES, LP.

Plan sponsor

Name

SUNGARD AVAILABILITY SERVICES, LP

EIN

23-2106195all filings

Address

565 E. SWEDESFORD ROAD · SUITE 320 · WAYNE, PA · 19087

Phone

(877) 905-2747

Industry

Professional & Technical Servicessee all

Plan administrator

Name

BENEFIT PLAN COMMITTEE

EIN

23-2106195

City

WAYNE, PA

Phone

(877) 905-2747

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-29

Filed

2024-05-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$30K	—
VANGUARD ADVISERS INC.	23-2811930	—	NONE	$7K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARCUM ACCOUNTANTS ADVISORS

Investments

12 pooled funds· $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.

			% of plan
VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001	Common Collective Trust	$0	—
VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001	Common Collective Trust	$0	—
VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024	Common Collective Trust	$0	—

1–12 of 12

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