AUMdb

Symmetry Energy Solutions, Llc 401(k) Plan

Sponsored by Symmetry Energy Solutions, Llc · EIN 721309319 · Plan #001

Total assets
$42.8M
Net assets
$42.8M
Active participants
236
With balances
306

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Usi Advisors Investment advisory (plan) $107,300
Usi Consulting Group Account maintenance fees $8,235