Synergistix, Inc.'s EIN is 65-0812682.
Download the official 2024 Form 5500 (PDF) for Synergistix, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Synergistix, Inc.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | BUFFALO, FL | RECORDKEEPER | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 TD | Mutual Funds | — | — | $532K | 9.3% | |
| JOHN HANCOCK AMERICAN FUNDS 2040 · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $532K | 9.3% | |
| Franklin DynaTech Fund | Mutual Funds | — | — | $526K | 9.2% | |
| JOHN HANCOCK FRANKLIN DYNATECH FUND · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $526K | 9.2% | |
| JOHN HANCOCK JH STABLE FUND 10 · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $428K | 7.5% | |
| American Funds 2050 TD | Mutual Funds | — | — | $403K | 7.0% | |
| JOHN HANCOCK AMERICAN FUNDS 2050 · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $403K | 7.0% | |
| JH Managed Volatility Growth | Other securities | — | — | $357K | 6.2% | |
| JOHN HANCOCK JH MANAGED VOLATILITY GROWTH · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $357K | 6.2% | |
| JH Managed Volatility Mod | Other securities | — | — | $340K | 5.9% | |
| JOHN HANCOCK JH MANAGED VOLATILITY MODERATE · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $340K | 5.9% | |
| Diamond Hill Large Cap Fund | Other securities | — | — | $320K | 5.6% | |
| JOHN HANCOCK DIAMOND HILL LARGE CAP FUND · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $320K | 5.6% | |
| American Funds New Perspective | Mutual Funds | — | — | $264K | 4.6% | |
| JOHN HANCOCK NEW PERSPECTIVE FUND · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $264K | 4.6% | |
| JOHN HANCOCK JOHN HANCOCK MID CAP GROWTH · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $258K | 4.5% | |
| American Funds 2030 TD | Mutual Funds | — | — | $255K | 4.4% | |
| JOHN HANCOCK AMERICAN FUNDS 2030 · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $255K | 4.4% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $214K | 3.7% | |
| American Funds 2025 TD | Mutual Funds | — | — | $203K | 3.5% | |
| JOHN HANCOCK AMERICAN FUNDS 2025 · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $203K | 3.5% | |
| American Funds 2045 TD | Mutual Funds | — | — | $199K | 3.5% | |
| JOHN HANCOCK AMERICAN FUNDS 2045 · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $199K | 3.5% | |
| JH Managed Volatility Bal | Other securities | — | — | $188K | 3.3% | |
| JOHN HANCOCK JH MANAGED VOLATILITY BALANCED · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $188K | 3.3% | |
| 'Vanguard Explorer Fund | Mutual Funds | — | — | $150K | 2.6% | |
| JOHN HANCOCK VANGUARD EXPLORER FUND · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $150K | 2.6% | |
| American Funds New World Fund | Mutual Funds | — | — | $146K | 2.5% | |
| JOHN HANCOCK NEW WORLD FUND · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $146K | 2.5% | |
| American Funds 2055 TD | Mutual Funds | — | — | $126K | 2.2% | |
| JOHN HANCOCK AMERICAN FUNDS 2055 · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $126K | 2.2% | |
| JPMorgan U.S. Equity Fund | Other securities | — | — | $117K | 2.0% | |
| JOHN HANCOCK JPMORGAN U.S. EQUITY FUND · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $117K | 2.0% | |
| American Funds Bond Fund of Am | Mutual Funds | — | — | $107K | 1.9% | |
| JOHN HANCOCK AMERICAN FUNDS BOND OF AMERICA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $107K | 1.9% | |
| American Funds 2035 TD | Mutual Funds | — | — | $106K | 1.8% | |
| JOHN HANCOCK AMERICAN FUNDS 2035 · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $106K | 1.8% | |
| JH Managed Volatility Con | Other securities | — | — | $85K | 1.5% | |
| JOHN HANCOCK JH MANAGED VOLATILITY CONSERVATIVE · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $85K | 1.5% | |
| Vanguard International Growth | Mutual Funds | — | — | $78K | 1.4% | |
| JOHN HANCOCK VANGUARD INTERNATIONAL GROWTH · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $78K | 1.4% | |
| Allspring Special MidCap Value | Other securities | — | — | $66K | 1.1% | |
| JOHN HANCOCK WELLS FARGO SPECIAL MC VALUE · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $66K | 1.1% | |
| Royce Small-Cap Opportunity | Other securities | — | — | $58K | 1.0% | |
| JOHN HANCOCK ROYCE OPPORTUNITY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $58K | 1.0% | |
| Janus Henderson Balanced Fund | Mutual Funds | — | — | $50K | 0.9% | |
| JOHN HANCOCK JANUS HENDERSON BALANCED FUND · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $50K | 0.9% | |
| American Funds EuroPac Growth | Mutual Funds | — | — | $38K | 0.7% | |
| JOHN HANCOCK EUROPACIFIC GROWTH FUND · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $38K | 0.7% | |
| High Yield Fund | Other securities | — | — | $29K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
