Indra Green signed Sycomp, a Technology Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sycomp, a Technology Company, Inc.'s EIN is 77-0417085.
Download the official 2024 Form 5500 (PDF) for Sycomp, a Technology Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sycomp, a Technology Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.9M | 17.0% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund - Institutional | Mutual Funds | — | — | $2.3M | 10.3% | |
| Premium Class * Fidelity Investments Fidelity Freedom Index 2050 Fund - Institutional | Mutual Funds | — | — | $2.3M | 10.2% | |
| Premium Class * Fidelity Investments Fidelity BrokerageLink - Fidelity Funds | Mutual Funds | — | — | $1.7M | 7.6% | |
| Fidelity Investments Fidelity BrokerageLink - Common Stock | Mutual Funds | — | — | $1.4M | 6.2% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund - Institutional | Mutual Funds | — | — | $1.3M | 5.9% | |
| Premium Class * Fidelity Investments Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $1.3M | 5.7% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund - Institutional | Mutual Funds | — | — | $970K | 4.3% | |
| Premium Class * Fidelity Investments Fidelity BrokerageLink - External Funds | Mutual Funds | — | — | $961K | 4.2% | |
| Fidelity Investments Fidelity BrokerageLink - Unit Investment Trusts | Mutual Funds | — | — | $840K | 3.7% | |
| Fidelity Investments Fidelity Money Market Fund | Mutual Funds | — | — | $698K | 3.1% | |
| JPMorgan International Equity Fund - Class R6 | Other securities | — | — | $597K | 2.6% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund - Institutional | Mutual Funds | — | — | $559K | 2.5% | |
| Premium Class * Fidelity Investments Fidelity Freedom Index 2035 Fund - Institutional | Mutual Funds | — | — | $405K | 1.8% | |
| Premium Class American Funds American Funds American Balanced Fund - Class | Mutual Funds | — | — | $394K | 1.7% | |
| R6 * Fidelity Investments Fidelity Freedom Index 2045 Fund - Institutional | Mutual Funds | — | — | $392K | 1.7% | |
| Premium Class Carillon Eagle Carillon Eagle Mid Cap Growth Fund - Class R6 | Other securities | — | — | $348K | 1.5% | |
| American Funds American Funds American Mutual Fund - Class R6 | Mutual Funds | — | — | $316K | 1.4% | |
| American Funds American Funds the Bond Fund of America | Mutual Funds | — | — | $286K | 1.3% | |
| American Century American Century Small Cap Growth Fund - Class | Other securities | — | — | $277K | 1.2% | |
| Investments R6 * Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $223K | 1.0% | |
| Fidelity Investments Fidelity Emerging Markets Fund - Class K | Mutual Funds | — | — | $166K | 0.7% | |
| American Century American Century Mid Cap Value Fund - Class R6 | Other securities | — | — | $158K | 0.7% | |
| Participant Loans Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $147K | 0.7% | |
| Investments * Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $124K | 0.5% | |
| Fidelity Investments Fidelity BrokerageLink - Cash | Mutual Funds | — | — | $87K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $77K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund - Institutional | Mutual Funds | — | — | $74K | 0.3% | |
| Premium Class * Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $66K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund - Institutional | Mutual Funds | — | — | $54K | 0.2% | |
| Premium Class American Funds American Funds U.S. Government Securities | Mutual Funds | — | — | $39K | 0.2% | |
| Fund - Class R6 Cohen & Steers Cohen & Steers Real Estate Securities Fund - | Other securities | — | — | $34K | 0.1% | |
| Class Z * Fidelity Investments Fidelity Freedom Index 2020 Fund - Institutional | Mutual Funds | — | — | $30K | 0.1% | |
| Premium Class PGIM Investments PGIM Global Total Return Fund - Class R6 | Other securities | — | — | $28K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund - Institutional | Mutual Funds | — | — | $21K | <0.1% | |
| Premium Class PIMCO RAE US Small Fund - Institutional Class | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| American Century American Century High Income Funds R6 | Other securities | — | — | $6K | <0.1% | |
| Investments * Fidelity Investments Fidelity BrokerageLink - Options | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
