Ashley Martin signed Synterra's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Synterra's EIN is 57-0962660.
Download the official 2024 Form 5500 (PDF) for Synterra from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Synterra's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ROSWELL, GA |
| OTHER |
| $16K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Pl | Mutual Funds | — | — | $1.9M | 17.8% | |
| Fidelity Freedom Blend 2035 Commingled Trust | Common Collective Trusts | — | — | $1.6M | 15.0% | |
| Fidelity Freedom Blend 2040 Commingled Trust | Common Collective Trusts | — | — | $670K | 6.2% | |
| Fidelity Freedom Blend 2055 Commingled Trust | Common Collective Trusts | — | — | $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 | Common Stocks | — | — | $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 | Other securities | — | — | $480K | 4.4% | |
| Vanguard Total Intl Stock Index Instl | Mutual Funds | — | — | $468K | 4.3% | |
| Fidelity Freedom Blend 2045 Commingled Trust | Common Collective Trusts | — | — | $456K | 4.2% | |
| Fidelity Freedom Blend 2025 Commingled Trust | Common Collective Trusts | — | — | $429K | 3.9% | |
| Vanguard FTSE Social Index I | Mutual Funds | — | — | $354K | 3.3% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $312K | 2.9% | |
| Vanguard Mid Cap Index Ins | Mutual Funds | — | — | $311K | 2.9% | |
| Fidelity Freedom Blend 2050 Commingled Trust | Common Collective Trusts | — | — | $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 | Other securities | — | — | $99K | 0.9% | |
| Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $95K | 0.9% | |
| Fidelity Freedom Blend 2030 Commingled Trust | Common Collective Trusts | — | — | $92K | 0.8% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $91K | 0.8% | |
| Fidelity Freedom Blend 2060 Commingled Trust | Common Collective Trusts | — | — | $86K | 0.8% | |
| Common Collective Trust Funds Fidelity Freedom Blend 2015 Commingled Trust | Common Collective Trusts | — | — | $57K | 0.5% | |
| Fidelity Freedom Blend 2020 Commingled Trust | Common Collective Trusts | — | — | $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 | Other securities | — | — | $42K | 0.4% | |
| Fidelity Freedom Blend 2065 Commingled Trust | Common Collective Trusts | — | — | $36K | 0.3% | |
| T. Rowe Price QM US Small-Cap Gr Eq I | Other securities | — | — | $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% |
