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

SYMMETRY LENDING, LLC

EIN 82-2718716-financial services-Latest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$343K premiums
Participants
393
6600 PEACHTREE DUNWOODY ROAD, BUILDING 600, SUITE 110 - ATLANTA, GA 30328407-744-1138symmetrylending.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$8.3M - 203 part#501Mixed-$343K - 190 lives

Benefits portfolio analytics

1 plan / $343K premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$343K
  • Vision$343K
  • Life$343K
  • Short-term disability$343K
  • Long-term disability$343K
  • Other$343K
Total $343K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $343K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • USI INSURANCE SERVICES LLC71%
  • THE CASON GROUP INC29%
Total $63K2 slices

Plan deep-dives

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

SYMMETRY LENDING 401(K) PLAN

401k

Assets$8.3M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SYMMETRY LENDING, LLC HEALTH & WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$343K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYMMETRY LENDING 401(K) PLAN401k$8.3M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYMMETRY LENDING, LLC HEALTH & WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$343K1902025
Retirement plans
Welfare 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