# Symphony Medical PC 401(k) Plan
Source: https://planprovider.pro/companies/symphony-medical-pc-401k-plan

> Symphony Medical PC's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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