Karen Sheppard signed SYR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SYR, Inc.'s EIN is 54-1413478.
Download the official 2024 Form 5500 (PDF) for SYR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SYR, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD POINT TRUST &FINANCIAL SERVICES | 54-1920705 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index Retirement Fund K | Other securities | — | — | $195K | 22.1% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $176K | 20.0% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $135K | 15.3% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $116K | 13.2% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $61K | 6.9% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $60K | 6.8% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $53K | 6.0% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $37K | 4.2% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $20K | 2.3% | |
| Northern Funds Northern Institutional U.S. Gov't Select | Other securities | — | — | $5K | 0.6% | |
| T. Rowe Price T. Rowe Price Overseas Stock I 586 T. Rowe Price T. Rowe Price U.S. Equity Research I | Other securities | — | — | $5K | 0.5% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3K | 0.3% | |
| AMG Funds AMG Yacktman Fund Cl I 490 Baron Capital Baron Growth Fund Institutional | Other securities | — | — | $1K | 0.1% | |
| Dodge & Cox Dodge & Cox Income Fund Class I 620 T. Rowe Price T. Rowe Price Growth Stock I | Mutual Funds | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
