SYMMETRY PARTNERS, LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2034 of mapped providers
Assets under administration$8.6B0.0%Market share · rank #1346
Fees received$380,030Median $28,426/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SYMMETRY PARTNERS, LLC plan look like?
Service mix · median fees per plan
Count of plans where SYMMETRY PARTNERS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 2 | $139,424 | |
Custodial (securities)Code 19 | 1 | $0 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $72,756 | |
Securities brokerageCode 33 | 1 | $28,426 |
Competitor overlap
Percent of SYMMETRY PARTNERS, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SYMMETRY PARTNERS, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under SYMMETRY PARTNERS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
LORENSEN ENTERPRISES INC.CT · 061247940-001 | SULLIVAN FINANCIAL LLC | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $22,902 | 10y | 1 |
EIDE BAILLY LLPND · 450250958-001 | $615M | 4,012 | $255,946 | 10y | - |
J. LEE MILLIGAN, INC.TX · 750971715-002 | $61M | 509 | $0 | 8y | - |
SONTERRA MEDICAL MANAGEMENT GROUP, INC.TX · 743006020-001 | $60M | 650 | $72,756 | 2y | - |
EXCEL MACHINERY EMPLOYEE STOCK OWNERSHIP PLANTX · 860848813-002 | $28M | 152 | $28,426 | 3y | - |
Flag exposure
60.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into SYMMETRY PARTNERS, LLC.
- SYMMETRY
- SYMMETRY FINANCIAL
- SYMMETRY PARTNERS
- SYMMETRY PARTNERS LLC
- SYMMETRY PARTNERS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SYMMETRY PARTNERS, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SYMMETRY PARTNERS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent