Plan Snapshot
- Plan Sponsor: Symbria, INC.
- Sponsor EIN: 364297908
- Sponsor Address: 7125 JANES AVENUE, WOODRIDGE, IL, 60517
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,510
- Total Assets: $52.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,510 | $52.9M | $0 | $2.6M |
| 2023 | 1,735 | $56.1M | $0 | $2.6M |
| 2022 | 1,612 | $47.9M | $0 | $2.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALERA GROUP | Investment Advisor | $76,349 | — | $76,349 |
| STANCORP FINANCIAL GROUP | Recordkeeper | $57,106 | — | $57,106 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA GROUP — Investment Advisor
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,455
- Estimated Expense Ratio: 0.252% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $101,225 | — | $101,225 | — | — |
| 2023 | $109,388 | — | $109,388 | — | — |
| 2022 | $97,058 | $52,208 | $44,850 | — | — |