Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › SYM Financial Corporation
SYM Financial Corporation
- Service provider, as named on Schedule C
- EIN 351550787
- Plan year 2024
- Direct compensation reported $647,405
Assets of those plans
$361,424,168
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$647,405
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 26 | Investment advisory (participants) | 8 |
| 28 | Investment management | 6 |
| 50 | Direct payment from the plan | 2 |
| 59 | Shareholder servicing fees | 2 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| CCG Services, Inc. Retirement Savings Plan | CCG Services | $106,018,695 | 1,265 | $43,886 |
| Ducharme, Mcmillen & Associates, Inc. 401(k) Savings Plan | Ducharme Mcmillen & Associates | $69,290,136 | 745 | $94,630 |
| The Flexaust/flexadux 401(k) Profit Sharing Plan | Flexaust | $22,306,068 | 369 | $45,021 |
| Fort Wayne Wire Die Corporate 401(k) Plan | Fort Wayne Wire Die | $21,466,967 | 129 | $43,269 |
| Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan | Arq | $19,744,471 | 207 | $46,213 |
| Kruggel, Lawton & Co. Employees' Benefit Plan | Kruggel Lawton | $19,742,969 | 159 | $33,037 |
| Grossnickle Eye Center 401(k) Retirement Plan | Grossnickle Eye Center | $19,207,449 | 130 | $46,429 |
| Partners 1ST Federal Credit Union 401k Retirement Savings Plan | Partners 1ST Federal Credit Union | $18,849,785 | 227 | $53,497 |
| Wildman Business Group, LLC 401(k) Retirement Plan | Wildman Business Group | $18,188,687 | 561 | $52,498 |
| Wagner-meinert, LLC 401(k) Plan | Wagner-meinert | $16,061,757 | 114 | $48,306 |
| Creighton Brothers - Crystal Lake - Eggspress 401k Profit Sharing Plan and Trust | Creighton Brothers | $10,189,617 | 118 | $41,861 |
| Kelly Box and Packaging Corp. 401(k) Savings Plan | Kelly Box and Packaging | $8,434,708 | 170 | $36,068 |
| Chromasource, Inc. Profit Sharing and 401(k) Plan | Chromasource | $4,412,842 | 121 | $24,530 |
| Seymour-midwest Retirement Plan | Seymour Midwest | $3,952,078 | 107 | $20,291 |
| Goodwill Industries of Northeast Indiana, Inc. 401(k) Plan | Goodwill Industries of Northeast Indiana | $3,557,939 | 147 | $17,869 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.