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Original filing (PDF)20251013084124NAL0000408019001
SYNTHA GROUP, INC.
Form 5500
FILING_RECEIVED
SYNTHA GROUP, INC. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
366
Accounts w/ balance
438
Plan assets (EOY)
$46.2M
Net assets (EOY)
$46.2M
How this plan invests
This plan
20 pooled trusts
Schedule D
20 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FIDELITY CONTRAFUND (no filing on disk)]" is 30% of plan.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNTHA GROUP, INC..
Plan sponsor
Name
SYNTHA GROUP, INC.
EIN
56-0668042
Address
P. O. BOX 2728 · HIGH POINT, NC · 27261
Phone
(336) 885-5131
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BRESLOW STARLING FROST WARNER BOGER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $58K | — |
Investments
20 pooled funds· $32.6M(70% 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.
Pooled Separate Account
$17.5M
8 holdings
Common Collective Trust
$15.1M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $9.9M | 21.4% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.4M | 7.4% | |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.0M | 6.5% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.9M | 6.3% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.0M | 4.4% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 3.6% | |
| MASSMUTUAL SMALL CAP GR EQ I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.2M | 2.5% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $925K | 2.0% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $924K | 2.0% | |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $915K | 2.0% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $798K | 1.7% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $672K | 1.5% | |
| MFS INTL DIVERSIFICATION R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $643K | 1.4% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $632K | 1.4% | |
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $630K | 1.4% | |
| FIDELITY TOTAL INTERNATIONAL INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $572K | 1.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $275K | 0.6% | |
| PRINCIPAL LIFETIME HYBRID INCOME CI PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $256K | 0.6% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $146K | 0.3% |
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