Holly Moore signed Syndicate Sales Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Syndicate Sales Inc.'s EIN is 35-6207887.
Download the official 2024 Form 5500 (PDF) for Syndicate Sales Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Syndicate Sales Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS LLC | 45-5291215 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Fund 64,271 | Mutual Funds | — | — | $2.5M | 20.3% | |
| Vanguard Target Retirement 2030 Fund 42,961 | Mutual Funds | — | — | $1.6M | 13.1% | |
| Fidelity Total Bond Investor Fund 89,910 | Mutual Funds | — | — | $845K | 6.8% | |
| Vanguard Target Retirement 2040 Fund 17,460 | Mutual Funds | — | — | $755K | 6.1% | |
| Vanguard Equity Income Fund Adm 8,427 | Mutual Funds | — | — | $743K | 6.0% | |
| REGISTERED INVESTMENT COMPANIES American Funds EuroPacific Growth Fund R6 12,667 | Mutual Funds | — | — | $680K | 5.5% | |
| Fidelity Total Market Index Investor Fund 3,983 | Common Collective Trusts | — | — | $642K | 5.2% | |
| Vanguard Target Retirement 2035 Fund 25,581 | Mutual Funds | — | — | $613K | 4.9% | |
| Vanguard Target Retirement 2055 Fund 10,175 | Mutual Funds | — | — | $566K | 4.6% | |
| Vanguard Target Retirement 2050 Fund 8,966 | Mutual Funds | — | — | $447K | 3.6% | |
| Vanguard Target Retirement 2045 Fund 12,733 | Mutual Funds | — | — | $378K | 3.0% | |
| Vanguard Target Retirement 2025 Fund 18,721 | Mutual Funds | — | — | $350K | 2.8% | |
| Fidelity Small Cap Value Fund 16,286 | Mutual Funds | — | — | $332K | 2.7% | |
| Vanguard Mid Cap Index Fund Adm 1,007 | Common Collective Trusts | — | — | $329K | 2.7% | |
| Vanguard Target Retirement 2020 Fund 12,115 | Mutual Funds | — | — | $321K | 2.6% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market Fund 289,167 | Mutual Funds | — | — | $289K | 2.3% | |
| Fidelity Small Cap Growth Fund K6 15,619 | Mutual Funds | — | — | $278K | 2.2% | |
| Vanguard Target Retirement 2060 Fund 4,667 | Mutual Funds | — | — | $239K | 1.9% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through December 2029 0 | Bonds / Notes | — | — | $155K | 1.2% | |
| Vanguard Target Retirement 2065 Fund 4,495 | Mutual Funds | — | — | $151K | 1.2% | |
| PIMCO Income Fund A 7,711 | Mutual Funds | — | — | $81K | 0.7% | |
| Vanguard Target Retirement Income Fund 2,459 | Mutual Funds | — | — | $32K | 0.3% | |
| Principal Global Real Estate Securities Institutional Fund 2,226 | Other securities | — | — | $20K | 0.2% | |
| Principal Short-Term Income Fund 774 | Other securities | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2070 Fund 216 | Mutual Funds | — | — | $6K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
