AUMdb

Symbral Retirement Plan

Sponsored by Symbral Foundation For Community Service Inc. · EIN 521348838 · Plan #001

Total assets
$298K
Net assets
$298K
Active participants
165
With balances
135

Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Direct payment from the plan $3,093