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Sponsor portfolio

SYMPHONY DEVELOPMENT

EIN 95-4375504-financial services-Latest filing 2025
Plans
2
Retirement
2
$244K assets
Welfare
0
Participants
9
11828 LAGRANGE AVE., SUITE 150 - LOS ANGELES, CA 90025310-474-7379symphonydevelopment.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#003ProfitSharing-$180K - 4 part#001401k-$64K - 5 part

Retirement portfolio analytics

2 plans aggregated / $244K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#003)74%
  • 401(K) RETIREMENT PLAN (#001)26%
Total $244KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)5
  • PROFIT SHARING PLAN (#003)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#003

SYMPHONY DEVELOPMENT PROFIT SHARING PLAN

ProfitSharing

Assets$180K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SYMPHONY DEVELOPMENT 401(K) RETIREMENT PLAN

401k

Assets$64K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SYMPHONY DEVELOPMENT PROFIT SHARING PLANProfitSharing$180K42025
001SYMPHONY DEVELOPMENT 401(K) RETIREMENT PLAN401k$64K52025
Retirement plans
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