Symetri 401(k) Plan
Sponsored by Microdesk, Llc. · EIN 043238199 · Plan #001
- Total assets
- $37.7M
- Net assets
- $37.7M
- Active participants
- 424
- With balances
- 519
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 96% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Plan | Investment advisory (plan) | $63,901 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $44,979 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,225 |