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Original filing (PDF)20251002165450NAL0000436259001
SYCOMP, A TECHNOLOGY COMPANY, INC.
Form 5500
FILING_RECEIVED
SYCOMP INC. 401(K) PLAN
401(k) retirement plan
Active participants
193
Accounts w/ balance
152
Plan assets (EOY)
$22.6M
Net assets (EOY)
$22.6M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYCOMP, A TECHNOLOGY COMPANY, INC..
Plan sponsor
Name
SYCOMP, A TECHNOLOGY COMPANY, INC.
EIN
77-0417085
Address
1660 ROLLINS RD · BURLINGAME, CA · 94010
Phone
(650) 312-8174
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LERROSARBEY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $35K | — |
Investments
39 direct securities· $22.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.9M | 17.0% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund - Institutional | — | — | — | $2.3M | 10.3% | |
| Premium Class * Fidelity Investments Fidelity Freedom Index 2050 Fund - Institutional | — | — | — | $2.3M | 10.2% | |
| Premium Class * Fidelity Investments Fidelity BrokerageLink - Fidelity Funds | — | — | — | $1.7M | 7.6% | |
| Fidelity Investments Fidelity BrokerageLink - Common Stock | — | — | — | $1.4M | 6.2% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund - Institutional | — | — | — | $1.3M | 5.9% | |
| Premium Class * Fidelity Investments Fidelity Large Cap Growth Index Fund | — | — | — | $1.3M | 5.7% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund - Institutional | — | — | — | $970K | 4.3% | |
| Premium Class * Fidelity Investments Fidelity BrokerageLink - External Funds | — | — | — | $961K | 4.2% | |
| Fidelity Investments Fidelity BrokerageLink - Unit Investment Trusts | — | — | — | $840K | 3.7% | |
| Fidelity Investments Fidelity Money Market Fund | — | — | — | $698K | 3.1% | |
| JPMorgan International Equity Fund - Class R6 | — | — | — | $597K | 2.6% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund - Institutional | — | — | — | $559K | 2.5% | |
| Premium Class * Fidelity Investments Fidelity Freedom Index 2035 Fund - Institutional | — | — | — | $405K | 1.8% | |
| Premium Class American Funds American Funds American Balanced Fund - Class | — | — | — | $394K | 1.7% | |
| R6 * Fidelity Investments Fidelity Freedom Index 2045 Fund - Institutional | — | — | — | $392K | 1.7% | |
| Premium Class Carillon Eagle Carillon Eagle Mid Cap Growth Fund - Class R6 | — | — | — | $348K | 1.5% | |
| American Funds American Funds American Mutual Fund - Class R6 | — | — | — | $316K | 1.4% | |
| American Funds American Funds the Bond Fund of America | — | — | — | $286K | 1.3% | |
| American Century American Century Small Cap Growth Fund - Class | — | — | — | $277K | 1.2% | |
| Investments R6 * Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $223K | 1.0% | |
| Fidelity Investments Fidelity Emerging Markets Fund - Class K | — | — | — | $166K | 0.7% | |
| American Century American Century Mid Cap Value Fund - Class R6 | — | — | — | $158K | 0.7% | |
| Participant Loans Interest rates range from 4.25% to 9.50% | — | — | — | $147K | 0.7% | |
| Investments * Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $124K | 0.5% | |
| Fidelity Investments Fidelity BrokerageLink - Cash | — | — | — | $87K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $77K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund - Institutional | — | — | — | $74K | 0.3% | |
| Premium Class * Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $66K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund - Institutional | — | — | — | $54K | 0.2% | |
| Premium Class American Funds American Funds U.S. Government Securities | — | — | — | $39K | 0.2% | |
| Fund - Class R6 Cohen & Steers Cohen & Steers Real Estate Securities Fund - | — | — | — | $34K | 0.1% | |
| Class Z * Fidelity Investments Fidelity Freedom Index 2020 Fund - Institutional | — | — | — | $30K | 0.1% | |
| Premium Class PGIM Investments PGIM Global Total Return Fund - Class R6 | — | — | — | $28K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund - Institutional | — | — | — | $21K | <0.1% | |
| Premium Class PIMCO RAE US Small Fund - Institutional Class | — | — | — | $15K | <0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | — | — | — | $11K | <0.1% | |
| American Century American Century High Income Funds R6 | — | — | — | $6K | <0.1% | |
| Investments * Fidelity Investments Fidelity BrokerageLink - Options | — | — | — | $2K | <0.1% |
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