Symphony Corporation Retirement Savings Plan
Sponsored by Symphony Corporation · EIN 391882117 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 105
- With balances
- 100
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | 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 |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $23,564 |
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $10,966 |
| Empower Advisory Group, Llc | Investment management | $6,608 |
| Premier Retirement Partners | Contract administrator | $2,217 |