Symphony 401(k) Plan
Sponsored by Symphony Communication Services Llc · EIN 471920335 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 128
- With balances
- 233
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan) | $31,528 |
| Empower Advisory Group, Llc | Investment management | $8,500 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $8,047 |