Symphony Risk Solutions 401(k) Plan
Sponsored by Symphony Risk Enterprises, Llc · EIN 825368532 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 116
- With balances
- 133
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Western International Securities In | Investment advisory (plan) | $22,276 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $1,356 |