Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SYMPHONY MANAGEMENT, LLC
EIN 26-3627285Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
21
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SYMPHONY MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$4.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SYMPHONY MANAGEMENT 401(K) PLAN
401k
Assets$1.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SYMPHONY MANAGEMENT CASH BALANCE PLAN | CashBalance | $4.8M | 11 | 2025 | |
| 001 | SYMPHONY MANAGEMENT 401(K) PLAN | 401k | $1.9M | 10 | 2025 |
Retirement plans