Original filing (PDF)20240926093037NAL0000293203001

SYNTEGON PHARMA TECHNOLOGY, LLC

Name: SYNTEGON PHARMA TECHNOLOGY, LLC — SYNTEGON TECHNOLOGY RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: SYNTEGON PHARMA TECHNOLOGY, LLC

Form 5500

FILING_RECEIVED

SYNTEGON TECHNOLOGY RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

434

Accounts w/ balance

510

Plan assets (EOY)

$47.3M

Net assets (EOY)

$47.3M

How this plan invests

This plan

4 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 (directional)

/ 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

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (13 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNTEGON PHARMA TECHNOLOGY, LLC.

Plan sponsor

Name

SYNTEGON PHARMA TECHNOLOGY, LLC

EIN

41-0965166

Address

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

Phone

(763) 493-6783

Industry

Manufacturingsee all

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE

Trustee / custodian

—

Trustee phone

—

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

4 pooled funds· $8.0M(17% 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.

Investment	Type	Current value	% of plan
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%
NT AGGREGATE BD IDX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088	Common Collective Trust	$1.2M	2.5%
NT EAFE INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 111	Common Collective Trust	$1.1M	2.3%