Symons Advanced Value Employee Retirement Plan
Sponsored by Symons Fire Protection, Inc. · EIN 030378557 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 166
- With balances
- 209
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $14,005 |
| Cetera Investment Advisers Llc | Investment advisory (plan) | $11,849 |
| Economic Group Pension Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,250 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $583 |