Plan Snapshot
- Plan Sponsor: Symvionics, INC.
- Sponsor EIN: 954199306
- Sponsor Address: 488 E. SANTA CLARA STREET, STE 201, ARCADIA, CA, 91006
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $16.4M
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 | 45 | $16.4M | $125,413 | $465,169 |
| 2023 | 43 | $16.1M | $115,985 | $521,124 |
| 2022 | 43 | $14.5M | $121,291 | $504,191 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $2,163,807 | — | $4,635 | — | — |
| 2023 | $4,002 | — | $4,002 | — | — |
| 2022 | $2,835 | — | $2,835 | — | — |