AUMdb

Symphony Talent 401(k) Savings Retirement Plan

Sponsored by Symphony Talent, Llc · EIN 260214960 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
124
With balances
243

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $47,012
Kestra Investment Services Llc Investment advisory (plan) $30,000