# Symbria, INC. 401(k) Plan
Source: https://planprovider.pro/companies/symbria-inc-364297908-001

> Symbria, INC.'s 401(k) plan: 1,510 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alera-investment-advisors-llc) — Investment Advisor

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/symbria-inc-364297908-001)

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