Sponsor portfolio
SYMMETRY FINANCIAL ADVISORS IN
EIN 86-1347939investment managementLatest filing 2025
Plans
1
Retirement
1
$387K assets
Welfare
0
Participants
2
6833 STALTER DR STE 201 - ROCKFORD, IL 611082582815-420-4404symmetryfinancialadvisors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SYMMETRY FINANCIAL ADVISORS IN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $387K | 2 | 2025 |
Retirement plans