Plan Ledger DOL Form 5500 · updated monthly

Symphona LLP401(k)

SYMPHONA LLP RETIREMENT PLAN · SAVANNAH, GA · plan year 2024

Reported admin expense ratio · 2024
0.49%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Symphona LLP reported $216,380 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,098 per active participant. 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 2 years on file its reported administrative ratio rose from 0.42% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 476th-largest of 2,160 plans among Georgia employers on file, and the 2,834th of 11,654 in professional & technical services. In 2024, employees put in $2.64 for every $1.00 the employer contributed; active participation has grown from 122 to 976 since 2022.

Plan summary
Net assets, end of year$48,459,426
Participants with balances1,030
Active participants976
Employer contributions$2,047,740
Employee contributions$5,414,736
Employer contribution per active participant$2,098
Average account balance$47,048
Benefits paid to participants$5,297,583
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$48.5M · 1,030 accts · $2.0M emplr
2023$20.9M · 184 accts · $871K emplr
2022$17.2M · 166 accts · $716K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$134,932
Investment management$61,448
Audit (IQPA)$20,000
Total administrative$216,380
The Symphona LLP 401(k) match · 2024
Employer contribution per active participant$2,098
Median for plans this size$2,416
2024$2,098 per active participant
2023$7,021 per active participant
2022$5,870 per active participant

Symphona LLP's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$134,932
THE FIDUCIARY GROUP · Investment advisory (plan)$61,448
SYMPHONA LLP · Accounting / audit$20,000

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

Administrative cost history3
2024$216,380 · 0.49%
2023$93,697 · 0.49%
2022$78,160 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Georgia
Niit (USA), Inc. GA$48.5M · 0.24%
Cardlytics, Inc. GA$48.2M · 0.22%
Greensky LLC GA$47.7M · 0.42%
Windham Brannon, LLC GA$45.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582663273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.