Plan Ledger DOL Form 5500 · updated monthly

Symphony Corporation401(k)

SYMPHONY CORPORATION RETIREMENT SAVINGS PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.46%

Symphony Corporation reported $43,356 in plan administrative expenses for 2024: 0.46% of average plan assets, below 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 2 years on file its reported administrative ratio fell from 0.55% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,285th of 1,936), and 8,051st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$9,816,982
Participants with balances100
Active participants105
Employer contributions—
Employee contributions$657,334
Employer contribution per active participant—
Average account balance$98,170
Benefits paid to participants$1,043,175
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 100 accts
2023$9.1M · 115 accts
2022$7.6M · 112 accts · $400 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,184
Investment management$30,172
Total administrative$43,356
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 · 20244
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$10,966
PRIVATE ADVISOR GROUP LLC · Investment advisory (plan) · Investment management$23,564
EMPOWER ADVISORY GROUP, LLC · Investment management$6,608
PREMIER RETIREMENT PARTNERS · Contract administrator$2,217

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,356 · 0.46%
2023$42,646 · 0.51%
2022$46,665 · 0.55%
Similar plansProfessional & Technical Services · Wisconsin
C3 Corporation WI$10.2M · 0.62%
Keylink Holdings, LLC WI$9.0M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391882117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.