How big is Syntegon Pharma Technology, LLC's plan?

Syntegon Pharma Technology, LLC's plan reported $47.3M in assets and 434 participants for 2023.

Original filing (PDF)20240926093037NAL0000293203001

Syntegon Pharma Technology, LLC

Name: Syntegon Pharma Technology, LLC — Syntegon Technolog, Form 5500 (2023)
Creator: Syntegon Pharma Technology, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Syntegon Technology Retirement Savings Plan

401(k) retirement plan · Syntegon Pharma Technology, LLC's Syntegon Technology Retirement Savings Plan held $47.3M in plan assets for 434 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

434

Accounts w/ balance

510

Plan assets (EOY)

$47.3M

Net assets (EOY)

$47.3M

People on this filing

Bernice Yeiah signed Syntegon Pharma Technology, LLC's 2023 Form 5500 as plan administrator.

Bernice Yeiah — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Syntegon Pharma Technology, LLC's EIN is 41-0965166.

EIN 41-0965166

Plan number 001

Plan year 2023

ACK ID 20240926093037NAL0000293203001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Syntegon Pharma Technology, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Syntegon Pharma Technology, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYNTEGON PHARMA TECHNOLOGY, LLC.

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How this plan invests

This plan

4 pooled trusts

Schedule D

23 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

SYNTEGON PHARMA TECHNOLOGY, LLC

EIN

all filings

Address

8700 WYOMING AVE. N. · MINNEAPOLIS, MN · 55445

Phone

(763) 493-6783

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$50K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$11K	—

Investments

23 direct securities · 4 pooled funds· $55.3M(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.

Other securities

$32.7M

11 holdings

Common Collective Trusts

$8.6M

9 holdings

Common Collective Trust

$8.0M

4 holdings

Mutual Funds

$5.3M

2 holdings

Bonds / Notes

$685K

1 holding

					% of plan
State Street Global Advisors State Street Target Retirement 2035 Fund Class K	Other securities	—	—	$5.9M	12.4%
State Street Global Advisors State Street Target Retirement 2025 Fund Class K	Other securities	—	—	$5.1M	10.7%
State Street Global Advisors State Street Target Retirement 2030 Fund Class K	Other securities	—	—	$5.0M	10.6%
State Street Global Advisors State Street Target Retirement 2040 Fund Class K	Other securities	—	—	$4.0M	8.6%
Dodge & Cox Dodge & Cox Stock Fund	Mutual Funds	—	—	$3.4M	7.2%
State Street Global Advisors State Street Target Retirement 2045 Fund Class K	Other securities	—	—	$3.2M	6.8%
State Street Global Advisors State Street Target Retirement 2050 Fund Class K	Other securities	—	—	$3.1M	6.6%
NT COLL S&P 500 IDX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002	Common Collective Trust	—	—	$2.9M	6.2%
NT RUSS 1000 GR IDX NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 109	Common Collective Trust	—	—	$2.8M	5.9%
Northern Trust S&P 500 Index Fund DC Non-Lending Tier Three	Common Collective Trusts	—	—	$2.6M	5.4%
Northern Trust Russell 1000 Growth Index Fund DC Non-Lending Tier Two	Common Collective Trusts	—	—	$2.4M	5.0%
State Street Global Advisors State Street Target Retirement 2055 Fund Class K	Other securities	—	—	$2.3M	4.9%
JPMorgan Small Cap Equity Fund Class R5	Other securities	—	—	$2.2M	4.7%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.9M	4.1%
NT AGGREGATE BD IDX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088	Common Collective Trust	—	—	$1.2M	2.5%
State Street Global Advisors State Street Target Retirement 2060 Fund Class K	Other securities	—	—	$1.2M	2.4%
Northern Trust Aggregate Bond Index Fund Non-Lending Tier Two	Common Collective Trusts	—	—	$1.1M	2.4%
NT EAFE INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 111	Common Collective Trust	—	—	$1.1M	2.3%
Northern Trust EAFE Index Fund DC Non-Lending Tier Two	Common Collective Trusts	—	—	$1.0M	2.2%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$685K	1.4%
Fidelity Investments Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$631K	1.3%
Northern Trust Russell 1000 Growth Index Fund DC Non-Lending Tier Three	Common Collective Trusts	—	—	$415K	0.9%
Northern Trust S&P 500 Index Fund DC Non-Lending Tier Two	Common Collective Trusts	—	—	$373K	0.8%
State Street Global Advisors State Street Target Retirement 2020 Fund Class K	Other securities	—	—	$317K	0.7%
State Street Global Advisors State Street Target Retirement Fund Class K	Other securities	—	—	$255K	0.5%
Northern Trust Aggregate Bond Index Fund Non-Lending Tier Three	Common Collective Trusts	—	—	$53K	0.1%
Northern Trust EAFE Index Fund DC Non-Lending Tier Three	Common Collective Trusts	—	—	$45K	<0.1%