PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PROSYMMETRY LLC
Sponsor portfolio

PROSYMMETRY LLC

EIN 26-3866306-computer software-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
45
3201 ENTERPRISE PARKWAY, SUITE 200 - BEACHWOOD, OH 44122877-880-8788prosymmetry.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filings
#001401k-$1.4M - 27 part#002CashBalance-$255K - 18 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 45 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN AND TRUST (#001)85%
  • PLAN AND TRUST (#002)15%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)27
  • PLAN AND TRUST (#002)18
Total 45Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROSYMMETRY LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.4M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PROSYMMETRY, LLC CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$255K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PROSYMMETRY LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$1.4M272024
002PROSYMMETRY, LLC CASH BALANCE PENSION PLAN AND TRUSTCashBalance$255K182024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica