Travis Hatfield signed Syndio Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Syndio Solutions, Inc.'s EIN is 81-4216193.
Download the official 2024 Form 5500 (PDF) for Syndio Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Syndio Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund " | Common Collective Trusts | — | — | $2.0M | 22.9% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $2.0M | 22.9% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.7M | 19.4% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $906K | 10.3% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $706K | 8.0% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $702K | 8.0% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $26K | 0.3% | |
| Fidelity Total International Index Fund " | Common Collective Trusts | — | — | $25K | 0.3% | |
| JPMorgan Large Cap Growth Fund " | Other securities | — | — | $23K | 0.3% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $11K | 0.1% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $10K | 0.1% | |
| MarketbFund b Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
