Sarah Roberts signed Cyntergy AEC LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cyntergy AEC LLC's EIN is 73-1535263.
Download the official 2024 Form 5500 (PDF) for Cyntergy AEC LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cyntergy AEC LLC'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 LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT ADVISORS | — | TULSA, OK | CONSULTANT | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.1M | 20.0% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 466 | Pooled Separate Account | — | — | $2.3M | 15.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.0M | 12.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.9M | 12.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.6M | 10.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 467 | Pooled Separate Account | — | — | $1.5M | 10.0% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 464 | Pooled Separate Account | — | — | $1.4M | 9.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 463 | Pooled Separate Account | — | — | $1.2M | 8.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.1M | 7.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.0M | 6.6% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 465 | Pooled Separate Account | — | — | $951K | 6.2% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 462 | Pooled Separate Account | — | — | $836K | 5.4% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 461 | Pooled Separate Account | — | — | $809K | 5.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $668K | 4.3% | |
| 500 Index Fund | Common Collective Trusts | — | — | $589K | 3.8% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 469 | Pooled Separate Account | — | — | $561K | 3.6% | |
| Nuveen Large Cap Growth Index | Mutual Funds | — | — | $522K | 3.4% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 033 | Pooled Separate Account | — | — | $447K | 2.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $430K | 2.8% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 468 | Pooled Separate Account | — | — | $361K | 2.3% | |
| NUVEEN LARGE-CAP GROWTH INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 495 | Pooled Separate Account | — | — | $324K | 2.1% | |
| Particpant Loans | Other securities | — | — | $270K | 1.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $242K | 1.6% | |
| Reliance MetLife Stable Value | Stable Value | — | — | $220K | 1.4% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 493 | Pooled Separate Account | — | — | $219K | 1.4% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 733 | Pooled Separate Account | — | — | $210K | 1.4% | |
| Nuveen Large-Cap Value Index | Mutual Funds | — | — | $147K | 0.9% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $133K | 0.9% | |
| NUVEEN LARGE-CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 496 | Pooled Separate Account | — | — | $125K | 0.8% | |
| VANGUARD BALANCED INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 525 | Pooled Separate Account | — | — | $102K | 0.7% | |
| Vanguard Mid-Cap Growth ETF | Mutual Funds | — | — | $93K | 0.6% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 330 | Pooled Separate Account | — | — | $78K | 0.5% | |
| TOTAL BOND MARKET JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 208 | Pooled Separate Account | — | — | $66K | 0.4% | |
| Vanguard Short-Term Bond Index | Mutual Funds | — | — | $55K | 0.4% | |
| VANGUARD SHORT TERM BOND INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 533 | Pooled Separate Account | — | — | $54K | 0.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $39K | 0.3% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 472 | Pooled Separate Account | — | — | $37K | 0.2% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $24K | 0.2% | |
| DFA Five-Year Gbl Fixed-Income | Mutual Funds | — | — | $23K | 0.2% | |
| DFA FIVE YEAR GBL FIXED INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 505 | Pooled Separate Account | — | — | $23K | 0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 331 | Pooled Separate Account | — | — | $18K | 0.1% | |
| DFA INFLATION PROTECTED SEC JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 298 | Pooled Separate Account | — | — | $16K | 0.1% | |
| DFA International Value | Mutual Funds | — | — | $12K | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 212 | Pooled Separate Account | — | — | $10K | <0.1% | |
| DFA Emerging Markets Value | Mutual Funds | — | — | $1K | <0.1% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 211 | Pooled Separate Account | — | — | $1K | <0.1% | |
| DFA Intl Small Cap Value | Mutual Funds | — | — | $515 | <0.1% | |
| DFA Intl Small Company Fund | Mutual Funds | — | — | $502 | <0.1% | |
| DFA INTL SMALL CAP VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 423 | Pooled Separate Account | — | — | $468 | <0.1% | |
| DFA INTL SMALL COMPANY FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 506 | Pooled Separate Account | — | — | $468 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
