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  2. Symmetry Wealth Strategies, PLLC

Filings through Oct 24, 2026.

Symmetry Wealth Strategies, PLLC

EIN 88-3223891-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$166K assets
Health & Benefits
0
Participants
5
500 N. CENTRAL EXPRESSWAY, SUITE 303 - PLANO, TX 75074972-361-3846
Plans on this EIN
1 filing
#001401(k)-$166K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SYMMETRY WEALTH STRATEGIES 401(K) PLAN

401(k)

Assets$166K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SYMMETRY WEALTH STRATEGIES 401(K) PLAN401(k)$166K52025
  • SYMMETRY WEALTH STRATEGIES 401(K) PLAN$166K
    #001 · 401(k) · 20255
Retirement plans
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