ALEX Mallard signed Synergis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Synergis' EIN is 58-2355388.
Download the official 2024 Form 5500 (PDF) for Synergis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Synergis' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $48K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Franklin Dynatech Fund R6 | Mutual Funds | — | — | $937K | 12.0% | |
| TIAA -CREF Index 2050 Inst | Mutual Funds | — | — | $825K | 10.6% | |
| TIAA -CREF Index 2045 Inst | Mutual Funds | — | — | $741K | 9.5% | |
| TIAA -CREF Index 2035 Inst | Mutual Funds | — | — | $714K | 9.2% | |
| TIAA -CREF Index 2055 Inst | Mutual Funds | — | — | $619K | 7.9% | |
| iShares S&P 500 Index K | Common Collective Trusts | — | — | $561K | 7.2% | |
| TIAA -CREF Index 2025 Inst | Mutual Funds | — | — | $485K | 6.2% | |
| American Funds New Persp R6 | Mutual Funds | — | — | $447K | 5.7% | |
| TIAA -CREF Index 2040 Inst | Mutual Funds | — | — | $434K | 5.6% | |
| TIAA -CREF Index 2030 Inst | Mutual Funds | — | — | $375K | 4.8% | |
| TIAA -CREF Index 2060 Inst | Mutual Funds | — | — | $355K | 4.6% | |
| JPMorgan Equity Income Fund R6 | Other securities | — | — | $172K | 2.2% | |
| Janus Henderson Global Eq I | Mutual Funds | — | — | $159K | 2.0% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $149K | 1.9% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $104K | 1.3% | |
| Vanguard Intermediate Term Bon | Mutual Funds | — | — | $101K | 1.3% | |
| Vanguard Mid Cap Index - Adm | Mutual Funds | — | — | $90K | 1.2% | |
| Vanguard Small Cap Index Admrl | Mutual Funds | — | — | $86K | 1.1% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $77K | 1.0% | |
| Vanguard Intl Grth Adm | Mutual Funds | — | — | $68K | 0.9% | |
| Tic Lifecycle Idx Ret Inc Inst | Common Collective Trusts | — | — | $56K | 0.7% | |
| TIAA -CREF Index 2020 Inst | Mutual Funds | — | — | $51K | 0.7% | |
| Invesco Mid Cap Growth R6 | Mutual Funds | — | — | $33K | 0.4% | |
| MFS Mid Cap Value Fund - R6 | Mutual Funds | — | — | $32K | 0.4% | |
| Pimco Income Fund - Instl | Mutual Funds | — | — | $32K | 0.4% | |
| BLG Emerging Market Inst | Other securities | — | — | $28K | 0.4% | |
| VAN INFL Protected Sec - Admr | Other securities | — | — | $26K | 0.3% | |
| Participant loans Interest rates ranging from 5.25% to 9.00% 0 | Bonds / Notes | — | — | $22K | 0.3% | |
| Franklin Scv R6 | Mutual Funds | — | — | $10K | 0.1% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $5K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $16K |
| — |
