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SYM Financial Corporation
Matched across 7 name variants in the filings
SYM Financial Corporation summary
SYM Financial Corporation appears on 29 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $856M in assets for 11,799 participants. The median client plan holds $13.0M. Most client plans are sponsored in IN, CO and MI. The largest clients by plan assets are Fort Wayne Metals Research Products, LLC, CCG Services, Inc. and Orthopaedics Northeast, PC. Plans reported $1.4M in direct and indirect compensation paid to SYM Financial Corporation. The median is $41K per plan.
- Participants
- 11,799
- Median plan assets
- $13.0M
- Median plan participants
- 227
- Median fees per plan
- $41K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Fort Wayne Metals Research Products, LLC | IN | $207M | 1,652 |
| CCG Services, Inc. | TX | $128M | 1,943 |
| Orthopaedics Northeast, PC | IN | $119M | 590 |
| Ducharme, McMillen & Associates, Inc. | IN | $82.6M | 879 |
| Flexaust, Inc | IN | $26.5M | 396 |
| Arq. Inc. | CO | $25.1M | 253 |
| Kruggel, Lawton & Co., LLC | IN | $23.9M | 184 |
| Wildman Business Group, LLC | IN | $22.4M | 634 |
| Fort Wayne Wire Die, Inc. | IN | $20.9M | 122 |
| Grossnickle Eye Center | IN | $19.6M | 146 |
| Wagner-Meinert, LLC | IN | $18.9M | 131 |
| Partners 1st Federal Credit Union | IN | $18.6M | 227 |
| Laux-Arnold,inc. Dba L-a Electric | IN | $18.4M | 148 |
| Braun Industries, Inc. | OH | $16.9M | 703 |
| Petroleum Traders Corporation | IN | $13.0M | 124 |
| Creighton Brothers LLC | IN | $11.7M | 167 |
| Four County Comprehensive Mental Health Center, Inc. | IN | $11.4M | 732 |
| Lasting Change, Inc. | IN | $10.3M | 544 |
| Kelly Box and Packaging Corp. | IN | $9.8M | 198 |
| Visiting Nurse & Hospice Home | IN | $8.1M | 253 |
| Pathfinder Services, Inc. | IN | $7.2M | 482 |
| Reliable Tool & Machine Company Inc. | IN | $6.8M | 117 |
| Uckele Health & Nutrition, Inc. | MI | $6.7M | 277 |
| Chromasource, Inc. | IN | $5.6M | 105 |
| St. Anne Home of the Diocese of Fort Wayne-South Bend, Inc. | IN | $4.9M | 330 |
- INParticipants 1,652
- CCG Services, Inc.$128MTXParticipants 1,943
- INParticipants 590
- INParticipants 879
- Flexaust, Inc$26.5MINParticipants 396
- Arq. Inc.$25.1MCOParticipants 253
- INParticipants 184
- INParticipants 634
- INParticipants 122
- Grossnickle Eye Center$19.6MINParticipants 146
- Wagner-Meinert, LLC$18.9MINParticipants 131
- INParticipants 227
- INParticipants 148
- Braun Industries, Inc.$16.9MOHParticipants 703
- INParticipants 124
- Creighton Brothers LLC$11.7MINParticipants 167
- INParticipants 732
- Lasting Change, Inc.$10.3MINParticipants 544
- INParticipants 198
- INParticipants 253
- INParticipants 482
- INParticipants 117
- MIParticipants 277
- Chromasource, Inc.$5.6MINParticipants 105
- INParticipants 330
Top client states
- IN25 plans
- CO1 plan
- MI1 plan
- OH1 plan
- TX1 plan
Frequently asked questions
- Who uses SYM Financial Corporation?
- 29 retirement plans list SYM Financial Corporation as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Fort Wayne Metals Research Products, LLC, CCG Services, Inc., Orthopaedics Northeast, PC, Ducharme, McMillen & Associates, Inc. and Flexaust, Inc. Most client plans are sponsored in IN, CO and MI.
- How many plans does SYM Financial Corporation serve?
- SYM Financial Corporation serves 29 retirement plans with $856M in plan assets and 11,799 participants, based on the latest Form 5500 filings through 2024.
- What does SYM Financial Corporation charge?
- Plans reported $1.4M in total Schedule C compensation paid to SYM Financial Corporation. The median plan paid $41K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served29+2 YoYRank #584 of mapped providers
Assets under administration$856M0.0%Rank #5470 by share of filed assets
Fees received$1MMedian $41,149/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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