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Original filing (PDF)20251015145452NAL0006500832001
SYNAGRO TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
SYNAGRO TECHNOLOGIES INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,041
Accounts w/ balance
1,204
Plan assets (EOY)
$76.7M
Net assets (EOY)
$76.7M
How this plan invests
This plan
20 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 118% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYNAGRO TECHNOLOGIES INC..
Plan sponsor
Name
SYNAGRO TECHNOLOGIES INC.
EIN
88-0219860
Address
435 WILLIAMS COURT SUITE 100 · BALTIMORE, MD · 21220
Phone
(410) 801-6950
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
MERCER INVESTMENTS, LLC
EIN
30-0282430
City
BOSTON, MA
Phone
(617) 747-9500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $75K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $174K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
Investments
22 direct securities · 20 pooled funds· $140.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$74.7M
20 holdings
Uncategorized
$65.9M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $11.9M | 15.5% | |
| S&P 500 INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $10.8M | 14.1% | |
| State Street State Street Target Retirement 2030 | — | — | — | $10.5M | 13.7% | |
| STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $8.6M | 11.3% | |
| Mercer S&P 500 Index | — | — | — | $8.1M | 10.6% | |
| State Street State Street Target Retirement 2035 | — | — | — | $7.6M | 9.9% | |
| State Street State Street Target Retirement 2025 | — | — | — | $7.6M | 9.8% | |
| STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $7.2M | 9.4% | |
| STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $4.9M | 6.4% | |
| STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $4.6M | 6.0% | |
| State Street State Street Target Retirement 2045 | — | — | — | $3.9M | 5.1% | |
| State Street State Street Target Retirement 2040 | — | — | — | $3.9M | 5.0% | |
| US SMALL/MID CAP STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $3.7M | 4.9% | |
| State Street State Street Target Retirement 2020 | — | — | — | $3.6M | 4.7% | |
| STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $3.3M | 4.4% | |
| Mercer US Small/Mid Cap Stock Index | — | — | — | $3.3M | 4.3% | |
| Invesco Stable Value Trust Class B1 | — | — | — | $2.5M | 3.2% | |
| STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $2.5M | 3.2% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.1% | |
| STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $2.4M | 3.1% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $2.3M | 3.0% | |
| INTERNATIONAL STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 90-0337987 / PN 282 | Common Collective Trust | — | — | $2.0M | 2.6% | |
| US BOND INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $1.9M | 2.5% | |
| State Street State Street Target Retirement 2055 | — | — | — | $1.8M | 2.4% | |
| State Street State Street Target Retirement 2050 | — | — | — | $1.8M | 2.4% | |
| Mercer International Stock Fund | — | — | — | $1.8M | 2.3% | |
| STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $1.6M | 2.1% | |
| Participants Participant Loans Rates from 3.25% to 9.50% - | — | — | — | $1.5M | 2.0% | |
| Mercer International Stock Index Fund | — | — | — | $1.5M | 1.9% | |
| State Street State Street Target Retirement Income | — | — | — | $1.4M | 1.9% | |
| Mercer US Bond Index Fund | — | — | — | $1.3M | 1.7% | |
| State Street State Street Target Retirement 2060 | — | — | — | $1.3M | 1.6% | |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK UNITIZED CIT · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| Mercer Small/Mid Cap Stock Fund | — | — | — | $966K | 1.3% | |
| STATE ST TARGET RET INCOME SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $947K | 1.2% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $827K | 1.1% | |
| BlackRock Strategic Completion | — | — | — | $796K | 1.0% | |
| Mercer Diversified Bond Fund | — | — | — | $469K | 0.6% | |
| STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $398K | 0.5% | |
| State Street State Street Target Retirement 2065 | — | — | — | $254K | 0.3% | |
| Similar Party Collateral, Par, or Maturity Value Cost ** Value Mutual Fund BlackRock Multi-Asset Income Portfolio | — | — | — | $89K | 0.1% |
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