SYMPHONY FINANCIAL LTD. CO
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2270 of mapped providers
Assets under administration$51.0B0.1%Market share · rank #303
Fees received$1MMedian $73,424/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 SYMPHONY FINANCIAL LTD. CO plan look like?
Service mix · median fees per plan
Count of plans where SYMPHONY FINANCIAL LTD. CO 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 planCode 26 | 5 | $73,424 |
Competitor overlap
Percent of SYMPHONY FINANCIAL LTD. CO'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 SYMPHONY FINANCIAL LTD. CO.
| Sponsor | From | Assets |
|---|---|---|
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | SVB STRATEGIC INVESTORS FUND VIII | $5.4B |
Plans lost in 2024
Appeared last year under SYMPHONY FINANCIAL LTD. CO; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $851,293 | 8y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $73,424 | 2y | 1 |
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $80,713 | 4y | 1 |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $13,984 | 1y | 1 |
SPIRIT AIRLINES, INC.FL · 381747023-002 | $1.2B | 3,526 | $17,216 | 2y | 1 |
Flag exposure
100.0%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 (4)
Raw Schedule C names collapsed into SYMPHONY FINANCIAL LTD. CO.
- SYMPHONY FINANCIAL LTD CO
- SYMPHONY FINANCIAL LTD CO.
- SYMPHONY FINANCIAL LTD. CO
- SYMPHONY FINANCIAL, LTD. CO.
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 SYMPHONY FINANCIAL LTD. CO'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 | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 80.00% | 1.76% | +78.24 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 SYMPHONY FINANCIAL LTD. CO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent