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Original filing (PDF)20250924145836NAL0008806064001
SYNEREN TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
SYNEREN TECHNOLOGIES CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
114
Accounts w/ balance
200
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIDELITY INVESTMENTS FID FREEDOM 2035 K" is 28% of plan.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNEREN TECHNOLOGIES CORPORATION.
Plan sponsor
Name
SYNEREN TECHNOLOGIES CORPORATION
EIN
45-0525115
Address
1577 SPRING HILL ROAD · SUITE 410 · VIENNA, VA · 22182
Phone
(301) 577-1034
Industry
Engineering Services· 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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FAW,CASSON&CO,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
39 direct securities· $9.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS FID FREEDOM 2035 K | — | — | — | $2.7M | 28.3% | |
| FIDELITY INVESTMENTS FID BLUE CHIP GR | — | — | — | $860K | 9.0% | |
| FIDELITY INVESTMENTS FID FREEDOM 2025 K | — | — | — | $851K | 8.9% | |
| INVESTMENT IN MONEY MARKET FUNDS *FIDELITY INVESTMENTS FID GOVT MMKT | — | — | — | $808K | 8.5% | |
| FIDELITY INVESTMENTS FID FREEDOM 2045 K | — | — | — | $579K | 6.1% | |
| FIDELITY INVESTMENTS FID FREEDOM 2055 K | — | — | — | $490K | 5.1% | |
| FIDELITY INVESTMENTS FID FREEDOM 2060 K | — | — | — | $372K | 3.9% | |
| FIDELITY INVESTMENTS FID FREEDOM 2050 K | — | — | — | $356K | 3.7% | |
| FIDELITY INVESTMENTS FID OTC PORTFOLIO | — | — | — | $296K | 3.1% | |
| FIDELITY INVESTMENTS FID FREEDOM 2030 K | — | — | — | $271K | 2.8% | |
| FIDELITY INVESTMENTS FID FREEDOM 2040 K | — | — | — | $240K | 2.5% | |
| FIDELITY INVESTMENTS FID TOTAL MKT IDX | — | — | — | $195K | 2.0% | |
| FIDELITY INVESTMENTS FID FOCUSED STOCK | — | — | — | $177K | 1.9% | |
| FIDELITY INVESTMENTS FID FREEDOM 2020 K | — | — | — | $160K | 1.7% | |
| FIDELITY INVESTMENTS FID EXTD MKT IDX | — | — | — | $156K | 1.6% | |
| FIDELITY INVESTMENTS FID DIVIDEND GR | — | — | — | $119K | 1.2% | |
| FIDELITY INVESTMENTS FID PURITAN | — | — | — | $103K | 1.1% | |
| FIDELITY INVESTMENTS FID GROWTH STRAT | — | — | — | $94K | 1.0% | |
| FIDELITY INVESTMENTS FID FREEDOM INC K | — | — | — | $85K | 0.9% | |
| FIDELITY INVESTMENTS FID LARGE CAP STOCK | — | — | — | $80K | 0.8% | |
| FIDELITY INVESTMENTS FID FREEDOM 2065 K | — | — | — | $79K | 0.8% | |
| FIDELITY INVESTMENTS FID OVERSEAS | — | — | — | $54K | 0.6% | |
| FIDELITY INVESTMENTS FID LEVERGD CO STK 826 *FIDELITY INVESTMENTS FID REAL ESTATE INVS | — | — | — | $52K | 0.5% | |
| FIDELITY INVESTMENTS FID VALUE | — | — | — | $50K | 0.5% | |
| FIDELITY INVESTMENTS FID FREEDOM 2015 K | — | — | — | $47K | 0.5% | |
| FIDELITY INVESTMENTS FID INVST GR BD | — | — | — | $45K | 0.5% | |
| INVESTMENTS IN REGISTERED INVESTMENT COMPANIES BLACKROCK BR ADV SC CORE INV A | — | — | — | $42K | 0.4% | |
| PARTICIPANT LOANS Repayment Terms Vary, Interest Rates Range From 9.00% - 9.50% | — | — | — | $40K | 0.4% | |
| MFS INVESTMENT MANAGEMENT MFS MA INV TRUST R3 | — | — | — | $35K | 0.4% | |
| FIDELITY INVESTMENTS FID SMALL CAP VALUE | — | — | — | $25K | 0.3% | |
| FIDELITY INVESTMENTS FID INTL CAP APPREC | — | — | — | $18K | 0.2% | |
| FIDELITY INVESTMENTS FID CAPITAL APPREC | — | — | — | $16K | 0.2% | |
| FIDELITY INVESTMENTS FID VALUE STRAT | — | — | — | $12K | 0.1% | |
| FIDELITY INVESTMENTS FID INTERMED BOND | — | — | — | $11K | 0.1% | |
| FIDELITY INVESTMENTS FID FIDELITY FUND | — | — | — | $10K | 0.1% | |
| FIDELITY INVESTMENTS FID SHORT TERM BOND | — | — | — | $9K | <0.1% | |
| FIDELITY INVESTMENTS FID EQ DIV INCOME | — | — | — | $8K | <0.1% | |
| FIDELITY INVESTMENTS FID EQUITY INC | — | — | — | $5K | <0.1% | |
| FIDELITY INVESTMENTS FID FREEDOM 2010 K | — | — | — | $2K | <0.1% |
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