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Sponsor portfolio

SYMED, LLC

EIN 31-1842825-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
9
9105 ETCHING OVERLOOK - JOHNS CREEK, GA 30097678-971-2020
Plans on this EIN
2 filings
#001TraditionalDB-$2.2M - 4 part#002401k-$339K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • DEFINED BENEFIT PLAN (#001)87%
  • LLC RETIREMENT PLAN (#002)13%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#002)5
  • DEFINED BENEFIT PLAN (#001)4
Total 9Click 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

SYMED, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SYMED, LLC RETIREMENT PLAN

401k

Assets$339K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SYMED, LLC DEFINED BENEFIT PLANTraditionalDB$2.2M42024
002SYMED, LLC RETIREMENT PLAN401k$339K52024
Retirement plans
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