Symphony Management, LLC DB Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Symphony Management, LLC
  • Sponsor EIN: 263627285
  • Sponsor Address: 10100 NW 33RD STREET, CORAL SPRINGS, FL, 33065
  • Plan Type: DB
  • Total Participants: 11
  • Total Assets: $4.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202511$4.8M$0$0
20248$4.1M$414,452$0
20237$3.1M$388,735$0
202211$2.2M$370,357$0

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