Terrance Daniel signed Synovation Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Synovation Holdings, LLC's EIN is 46-4946019.
Download the official 2024 Form 5500 (PDF) for Synovation Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Synovation Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | INVESTMENT MANAGER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $802K | 15.5% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $787K | 15.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $529K | 10.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $492K | 9.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $479K | 9.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $365K | 7.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $296K | 5.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $267K | 5.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $242K | 4.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $232K | 4.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $220K | 4.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $137K | 2.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $47K | 0.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $46K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $42K | 0.8% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $38K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $24K | 0.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $17K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $16K | 0.3% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $13K | 0.3% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $8K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $1K | <0.1% | |
| VICTORY GOV SECURITIES R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
