Symphonyai 401(k) Plan
Sponsored by Symphonyai, Llc · EIN 813667465 · Plan #001
- Total assets
- $72.5M
- Net assets
- $72.5M
- Active participants
- 518
- With balances
- 799
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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 |
|---|---|---|
| Global Retirement Partners. Llc | Investment advisory (plan) | $115,550 |
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $86,593 |
| The Angell Pension Group, Inc | Contract administrator | $20,000 |
| Empower Advisory Group, Llc | Investment management | $9,882 |