Plan Snapshot
- Plan Sponsor: Sym Financial Corporation
- Sponsor EIN: 351550787
- Sponsor Address: 801 PARK AVENUE, WINONA LAKE, IN, 46590
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $21.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 73 | $21.3M | $655,092 | $938,198 |
| 2023 | 71 | $18.2M | $379,263 | $707,852 |
| 2022 | 63 | $14.3M | $644,834 | $719,064 |