Plan Snapshot
- Plan Sponsor: Symmco, INC.
- Sponsor EIN: 232886315
- Sponsor Address: 40 S. PARK STREET, SYKESVILLE, PA, 15865
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 144 | $19.4M | $428,098 | $440,876 |
| 2023 | 174 | $18.5M | $515,849 | $530,881 |
| 2022 | 176 | $16.3M | $526,930 | $562,626 |
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 |
|---|---|---|---|---|
| JOHNSTON, NELSON,SHIMMEL & THOMAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,880 | — | $1,650 | — | — |
| 2023 | $3,134 | $1,084 | $2,050 | — | — |
| 2022 | $3,265 | — | $1,865 | — | — |