Symphony Risk Enterprises 401(k) match, vesting and fees
What Symphony Risk Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Lane Gorman Trubitt, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Symphony Risk Enterprises: employer contribution per participant | $1,914 | |
| Peer median | $2,868 |
| Symphony Risk Enterprises: average balance | $89,903 | |
| Peer median | $95,281 |
| Symphony Risk Enterprises: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 137 | $12M | $255K | $1,914 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Symphony Risk Enterprises match 401(k) contributions?
The match terms for the Symphony Risk Solutions 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $255K in employer contributions, about $1,914 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Symphony Risk Enterprises 401(k) match vested?
The vesting schedule for the Symphony Risk Solutions 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Symphony Risk Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Symphony Risk Enterprises, LLC.
I left Symphony Risk Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Symphony Risk Enterprises, LLC, (972) 864-0400) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Symphony Risk Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Symphony Risk Enterprises 401(k)
Data from the public Form 5500 annual reports Symphony Risk Enterprises filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Symphony Risk Enterprises. Not financial advice. Report a correction · Methodology