Steven Thomas signed Synergy Companies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Synergy Companies' EIN is 94-3057724.
Download the official 2024 Form 5500 (PDF) for Synergy Companies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Synergy Companies' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | — | IRVINE, CA | INVESTMENT ADVISOR | $29K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $1.9M | 17.0% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $1.7M | 15.0% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $1.5M | 13.6% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $668K | 6.0% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $422K | 3.8% | |
| Fidelity Total International Index | Mutual Funds | — | — | $410K | 3.7% | |
| Participant Notes Receivable | Other securities | — | — | $403K | 3.7% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $364K | 3.3% | |
| GWI Fixed Account - Series Class I | Other securities | — | — | $332K | 3.0% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $326K | 3.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $325K | 2.9% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $312K | 2.8% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $295K | 2.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $255K | 2.3% | |
| Fidelity Inflation-Protected Bond Index | Mutual Funds | — | — | $240K | 2.2% | |
| AB US LARGE CAP GROWTH CIT W SER P1 GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $235K | 2.1% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $232K | 2.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $213K | 1.9% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $184K | 1.7% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $122K | 1.1% | |
| JPMorgan US Equity R6 | Other securities | — | — | $122K | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $121K | 1.1% | |
| PIMCO Income Instl | Mutual Funds | — | — | $107K | 1.0% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $94K | 0.9% | |
| Fidelity Small Cap Growth Index | Mutual Funds | — | — | $82K | 0.7% | |
| PIMCO RAE US Small Instl | Mutual Funds | — | — | $61K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $45K | 0.4% | |
| T. Rowe Price Small Cap Value I | Other securities | — | — | $24K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $11K | <0.1% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $0 | <0.1% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $0 | <0.1% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $0 | <0.1% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $0 | <0.1% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $0 | <0.1% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | CHARLOTTE, NC | CONTRACT ADMIN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MGT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $11K | — |
