Symbria 401(k) Plan
Sponsored by Symbria, Inc. · EIN 364297908 · Plan #001
- Total assets
- $52.9M
- Net assets
- $52.9M
- Active participants
- 1,510
- With balances
- 954
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Altira Group Llc CRD 160010 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Group | Investment advisory (plan), Consulting fees | $76,349 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $57,106 |