Plan Snapshot
- Plan Sponsor: Symmetry Lending, LLC
- Sponsor EIN: 822718716
- Sponsor Address: 6600 PEACHTREE DUNWOODY RD., ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $8.3M
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 | 141 | $8.3M | $601,105 | $1.1M |
| 2023 | 158 | $6.8M | $563,608 | $1.1M |
| 2022 | 185 | $4.8M | $566,842 | $1.2M |
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 |
|---|---|---|---|---|
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO, LLP — Auditor
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 | $35,900 | $35,900 | — | — | — |
| 2023 | $28,106 | $28,106 | — | — | — |
| 2022 | $14,760 | $14,760 | — | — | — |