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Original filing (PDF)20251202125002NAL0011659201001
SYNEOS HEALTH
Form 5500
FILING_RECEIVED
SYNEOS HEALTH SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.5 mo
Active participants
9,827
Accounts w/ balance
14,922
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
27 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
98
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNEOS HEALTH.
Plan sponsor
Name
SYNEOS HEALTH
EIN
33-0723120
Address
1030 SYNC STREET · MORRISVILLE, NC · 27560
Phone
(919) 876-9300
Industry
Professional & Technical Servicessee 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
2025-12-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $305K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $377K | — |
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | CONSULTANT | $133K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $21K | — |
Investments
27 direct securities · 27 pooled funds· $2.6B(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.
Common Collective Trust
$1.4B
27 holdings
Uncategorized
$1.1B
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $190.5M | 12.1% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $190.5M | 12.1% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $187.8M | 11.9% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $154.2M | 9.8% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $154.2M | 9.8% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $140.6M | 8.9% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $140.6M | 8.9% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $137.2M | 8.7% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $137.2M | 8.7% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $97.4M | 6.2% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $97.4M | 6.2% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $87.9M | 5.6% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $65.4M | 4.2% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $65.4M | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $63.2M | 4.0% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $63.2M | 4.0% | |
| Harbor Capital Harbor Capital Appreciation R | — | — | — | $53.8M | 3.4% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $53.8M | 3.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $39.9M | 2.5% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $30.0M | 1.9% | |
| PRU CORE PLUS BD 12 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $28.8M | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $28.7M | 1.8% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $28.7M | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $28.5M | 1.8% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $28.5M | 1.8% | |
| JH DSCPL VALUE P1 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $28.0M | 1.8% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $24.0M | 1.5% | |
| Northern Trust Northern Trust Extended Equity Market Index Fund (NL) | — | — | — | $22.7M | 1.4% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $22.7M | 1.4% | |
| BlackRock Mid-Cap Growth Equity Portfolio Fund K | — | — | — | $19.1M | 1.2% | |
| MFS International Value Fund R6 | — | — | — | $17.3M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Growth K6 | — | — | — | $16.4M | 1.0% | |
| Driehaus Emerging Growth IS | — | — | — | $15.0M | 1.0% | |
| Northern Trust Northern Trust Aggregate Bond Index Fund | — | — | — | $12.7M | 0.8% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $12.7M | 0.8% | |
| Participants 4.25% to 9.50%; maturing through 2034 | — | — | — | $11.8M | 0.7% | |
| American Beacon American Beacon Small-Cap Value R6 Fund R6 | — | — | — | $11.4M | 0.7% | |
| BlackRock High-Yield Bond K Fund | — | — | — | $9.2M | 0.6% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $8.9M | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $8.8M | 0.6% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $8.8M | 0.6% | |
| Fidelity Investments Self-directed brokerage accounts | — | — | — | $8.3M | 0.5% | |
| BlackRock Inflation Protected Bond Fund K | — | — | — | $5.5M | 0.4% | |
| Principal Real Estate Securities R6 Fund | — | — | — | $5.1M | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $4.3M | 0.3% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $3.2M | 0.2% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust Fund K | — | — | — | $3.1M | 0.2% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.2% | |
| Fidelity Investments Fidelity Government Money Market Fund*** | — | — | — | $695K | <0.1% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |