Plan Snapshot
- Plan Sponsor: Symphony Medical PC
- Sponsor EIN: 471235609
- Sponsor Address: 35 S WASHINGTON AVE, DOBBS FERRY, NY, 105221806
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $7.8M
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 | 112 | $7.8M | $284,277 | $873,385 |
| 2023 | 114 | $6.9M | $402,957 | $872,771 |
| 2022 | 103 | $5.2M | $380,064 | $680,486 |
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 |
|---|---|---|---|---|
| MIKE AVERSANO CPA, PC | 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 | $18,836 | $1,500 | $17,336 | — | — |
| 2023 | $16,413 | $1,185 | $15,228 | — | — |
| 2022 | $16,451 | $1,067 | $15,384 | — | — |