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Original filing (PDF)20251002151439NAL0000416339001
SYNC RESIDENTIAL , LLC
Form 5500
FILING_RECEIVED
SYNC RESIDENTIAL 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
131
Accounts w/ balance
188
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNC RESIDENTIAL , LLC.
Plan sponsor
Name
SYNC RESIDENTIAL , LLC
EIN
47-5573352
Address
770 S POST OAK LANE · SUITE 500 · HOUSTON, TX · 77056
Phone
(713) 975-1559
Industry
Real Estatesee 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
2025-10-02
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RYAN+ MANN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $8K | — |
Investments
30 direct securities · 1 pooled fund· $4.0M(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.
Uncategorized
$3.9M
30 holdings
Common Collective Trust
$75K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $744K | 18.6% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $677K | 17.0% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $624K | 15.6% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $612K | 15.3% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $464K | 11.6% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $161K | 4.0% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $151K | 3.8% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $105K | 2.6% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $94K | 2.4% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $75K | 1.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $67K | 1.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $53K | 1.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $19K | 0.5% | |
| Carillon Scout Mid Cap R6 Carillon 0 | — | — | — | $16K | 0.4% | |
| DFA US Large Company Portfolio Instl DFA 0 | — | — | — | $13K | 0.3% | |
| Janus Henderson Enterprise N Janus Henderson 0 | — | — | — | $12K | 0.3% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $12K | 0.3% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $11K | 0.3% | |
| MFS New Discovery Value R6 MFS 0 | — | — | — | $11K | 0.3% | |
| Voya Intermediate Bond Inst Voya 0 | — | — | — | $10K | 0.2% | |
| Cohen & Steers Real Estate Secs Inst Cohen & Steers 0 | — | — | — | $9K | 0.2% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $9K | 0.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $9K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $7K | 0.2% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $7K | 0.2% | |
| Principal SmallCap R6 Principal 0 | — | — | — | $6K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $6K | 0.2% | |
| Lord Abbett High Yield R6 Lord Abbett 0 | — | — | — | $4K | 0.1% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $2K | <0.1% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $1K | <0.1% |