Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SYMPHONY CONSULTING, INC.
EIN 77-0564343electrical/electronic manufacturingLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
10
P.O. BOX 61478 - SUNNYVALE, CA 940881478408-656-6392symphonyconsult.comLinkedIn11-50 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 10 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#001
SYMPHONY CONSULTING, INC. CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SYMPHONY CONSULTING, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$986K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SYMPHONY CONSULTING, INC. CASH BALANCE PLAN | CashBalance | $2.8M | 3 | 2025 | |
| 002 | SYMPHONY CONSULTING, INC. 401(K) PROFIT SHARING PLAN | 401k | $986K | 7 | 2025 |
Retirement plans