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Original filing (PDF)20251008153941NAL0006081329001
SYNTERRA
Form 5500
FILING_RECEIVED
SYNTERRA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
123
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNTERRA.
Plan sponsor
Name
SYNTERRA
EIN
57-0962660
Address
148 RIVER STREET SUITE 220 · GREENVILLE, SC · 29601
Phone
(864) 527-4620
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
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
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
26 direct securities · 8 pooled funds· $11.4M(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
$9.5M
24 holdings
Pooled Separate Account
$1.5M
7 holdings
Guaranteed Income / GIC
$269K
1 holding
Mutual Funds
$132K
1 holding
Common Collective Trust
$43K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Pl | — | — | — | $1.9M | 17.8% | |
| Fidelity Freedom Blend 2035 Commingled Trust | — | — | — | $1.6M | 15.0% | |
| Fidelity Freedom Blend 2040 Commingled Trust | — | — | — | $670K | 6.2% | |
| Fidelity Freedom Blend 2055 Commingled Trust | — | — | — | $618K | 5.7% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $518K | 4.8% | |
| Capital Group Europacific Growth SA | — | — | — | $483K | 4.4% | |
| FUTUREFUNDS SERIES ACCT II OF GWL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $483K | 4.4% | |
| T. Rowe Price Instl Mid-Cap Equity Gr | — | — | — | $480K | 4.4% | |
| Vanguard Total Intl Stock Index Instl | — | — | — | $468K | 4.3% | |
| Fidelity Freedom Blend 2045 Commingled Trust | — | — | — | $456K | 4.2% | |
| Fidelity Freedom Blend 2025 Commingled Trust | — | — | — | $429K | 3.9% | |
| Vanguard FTSE Social Index I | — | — | — | $354K | 3.3% | |
| Vanguard Small Cap Index Instl | — | — | — | $350K | 3.2% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $325K | 3.0% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $312K | 2.9% | |
| Vanguard Mid Cap Index Ins | — | — | — | $311K | 2.9% | |
| Fidelity Freedom Blend 2050 Commingled Trust | — | — | — | $291K | 2.7% | |
| * Empower Fixed Account - Series Class III | Guaranteed Income / GIC | — | — | $269K | 2.5% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $160K | 1.5% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $132K | 1.2% | |
| Empower Secure Foundation Bal Inst | — | — | — | $99K | 0.9% | |
| Nuveen Real Estate Securities R6 | — | — | — | $95K | 0.9% | |
| Fidelity Freedom Blend 2030 Commingled Trust | — | — | — | $92K | 0.8% | |
| American Funds Washington Mutual R6 | — | — | — | $91K | 0.8% | |
| Fidelity Freedom Blend 2060 Commingled Trust | — | — | — | $86K | 0.8% | |
| Common Collective Trust Funds Fidelity Freedom Blend 2015 Commingled Trust | — | — | — | $57K | 0.5% | |
| Fidelity Freedom Blend 2020 Commingled Trust | — | — | — | $49K | 0.4% | |
| VICTORY SMALL CAP VALUE COLLECTIVE THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $43K | 0.4% | |
| maturing through March 2032 | — | — | — | $42K | 0.4% | |
| Fidelity Freedom Blend 2065 Commingled Trust | — | — | — | $36K | 0.3% | |
| T. Rowe Price QM US Small-Cap Gr Eq I | — | — | — | $17K | 0.2% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% |
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