Plan Ledger DOL Form 5500 · updated monthly

Symbria Inc.401(k)

SYMBRIA 401(K) PLAN · WARRENVILLE, IL · plan year 2023

Reported admin expense ratio · 2023
0.21%

Symbria Inc. reported $109,388 in plan administrative expenses for 2023: 0.21% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.186%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 836th-largest of 3,702 plans among Illinois employers on file, and the 1,704th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$56,119,283
Participants with balances992
Active participants1,735
Employer contributions—
Employee contributions$2,594,794
Employer contribution per active participant—
Average account balance$56,572
Benefits paid to participants$4,147,284
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$52.9M · 954 accts
2023$56.1M · 992 accts
2022$47.9M · 1,025 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$109,388
Total administrative$109,388
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MINNESOTA LIFE INSURANCE COMPANY · Accounting / audit · Contract administrator$53,711
ALERGA GROUP · Pension consulting · Investment advisory (plan)$55,677

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Symbria Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$101,225 · 0.19%
2023$109,388 · 0.21%
2022$97,058 · 0.19%
All plans at this employer2
SYMBRIA 401(K) PLAN401(k)
SYMBRIA INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Graham Hospital IL$58.0M · 0.27%
Rosecrance Health Network IL$54.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364297908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.