Retirement plan

SYMONS ADVANCED VALUE EMPLOYEE RETIREMENT PLAN

Name: SYMONS FIRE PROTECTION, INC. - SYMONS ADVANCED VALUE EMPLOYEE RETIREMENT PLAN (2025) Form 5500
Creator: SYMONS FIRE PROTECTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SYMONS ADVANCED VALUE EMPLOYEE RETIREMENT PLAN, SYMONS FIRE PROTECTION, INC.

SYMONS FIRE PROTECTION, INC.EIN 03-0378557Plan #001PY 2025

9475 CHESAPEAKE DRIVE - SAN DIEGO, CA 92123619-588-6364symonsfp.comLinkedIn51-200 employeesconstruction

Prospect flagsRecently cancelled planLow returnsWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2024

Total participants

-100.0% from 2024

Average account balance

-100.0% from 2024

Annual return

-119.10%

-134.41 pp from 2024

Benchmarks

See 48,585 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,585 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$681K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-119.10%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 4 by compensation

Provider	Service type	Compensation
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176	Advisory (Plan)	$12,007
TRANSAMERICA RETIREMENT SOLUTIONS3 years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$10,404
ECONOMIC GROUP PENSION SERVICES3 years Service code 15 · EIN 86-2963468	Recordkeeping	$6,200
LEAFHOUSE FINANCIAL ADVISORS, LLC3 years Service code 27 · EIN 26-4311657	Advisory (Plan)	$375

Plan features & details

Pension benefit codes2A2D2E2F2G2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$41K

Recordkeeping$41K100.0%

% of EOY assets

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CONSIDINE & CONSIDINE
Auditor EIN: 952694444
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,381-100.0%

$107,525-100.0%

$142,382-100.0%

Participation rate

0.0%

78.1%-78.1pp

75.1%-75.1pp

80.1%-80.1pp

Annual return

-119.10%

242.71%-361.8pp

181.32%-300.4pp

217.08%-336.2pp

Employer contribution / active EE

$4,015-100.0%

$3,754-100.0%

$4,299-100.0%

Participant deferral / active EE

$5,564-100.0%

$5,116-100.0%

$6,507-100.0%

Admin fee / account holder

$9,860-100.0%

$8,919-100.0%

$12,624-100.0%

Provider

Service type

Compensation

CETERA ADVISOR NETWORKS LLC3 years

Filed as: CETERA INVESTMENT ADVISERS LLC

Service code 27 · EIN 36-3258176

Advisory (Plan)

$12,007

TRANSAMERICA RETIREMENT SOLUTIONS3 years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$10,404

ECONOMIC GROUP PENSION SERVICES3 years

Service code 15 · EIN 86-2963468

Recordkeeping

$6,200

LEAFHOUSE FINANCIAL ADVISORS, LLC3 years

Service code 27 · EIN 26-4311657

Advisory (Plan)

$375

SYMONS ADVANCED VALUE EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SYMONS ADVANCED VALUE EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion