Symphony Multiple Employer Plan
Sponsored by Maestro Consulting Services, Llc · EIN 475109722 · Plan #002
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 474
- With balances
- 1,113
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 |
|---|---|---|
| Venture Visionary Partners Llc CRD 304237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $198,461 |
| Venture Visionary Partners Llc | Investment management, Investment management fees (direct) | $49,935 |
| Newport Trust Company | Trustee (individual), Trustee (institutional), Trustee (discretionary) | $9,257 |