Retirement plan

SYMMETRIX COMPOSITE TOOLING INC. 401(K) PROFIT SHARING PLAN

Name: SYMMETRIX COMPOSITE TOOLING INC. - SYMMETRIX COMPOSITE TOOLING INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SYMMETRIX COMPOSITE TOOLING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SYMMETRIX COMPOSITE TOOLING INC. 401(K) PROFIT SHARING PLAN, SYMMETRIX COMPOSITE TOOLING INC.

SYMMETRIX COMPOSITE TOOLING INC.dba SYMMETRIX COMPOSITE TOOLING INC.EIN 27-2857991Plan #001PY 2025

860 CONNOR ST - STATESVILLE, NC 286775616704-380-4183symmetrixcomposites.comLinkedIn51-200 employeesplastics

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$776K

+10.6% from 2024

Total participants

-24.0% from 2024

Average account balance

$8,173

+43.2% from 2024

Annual return

17.74%

-7.55 pp from 2024

Benchmarks

See 8,445 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort8,445 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$776K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

Not enough data

1 years with per-participant data

Participants with account balance

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

Not enough data

1 years with headcount on file

Eligible Participants and Participation

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

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72

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

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
EDWARD JONES2 years Service code 27 3001 EAST MAIN ROAD · PORTSMOUTH, RI 02871	Advisory (Plan)	$4,183
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 95-6817943	Recordkeeping Fees	$3,576
SIEGEL ACTUARIAL CONSULTING, INC.1 year Filed as: SIEGEL ACTUARIAL CONSULTING Service code 13 · EIN 65-1279994	Contract Administrator	$2,220

Plan features & details

Pension benefit codes2A2E2F2J2S2T3D

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).
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).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$220 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.880%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRAY GRAY & GRAY
Auditor EIN: 042088368
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$8,173

$95,404-91.4%

$113,397-92.8%

$82,637-90.1%

Participation rate

100.0%

72.8%+27.2pp

76.5%+23.5pp

68.1%+31.9pp

Annual return

17.74%

19.08%-1.3pp

23.20%-5.5pp

53.51%-35.8pp

Employer contribution / active EE

$2,852

$2,307+23.7%

$2,977-4.2%

$2,552+11.8%

Participant deferral / active EE

$3,520

$4,220-16.6%

$5,076-30.7%

$4,126-14.7%

Admin fee / account holder

$72

$9,168-99.2%

$11,957-99.4%

$7,339-99.0%

Provider

Service type

Compensation

EDWARD JONES2 years

Service code 27

3001 EAST MAIN ROAD · PORTSMOUTH, RI 02871

Advisory (Plan)

$4,183

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SERV

Service code 64 · EIN 95-6817943

Recordkeeping Fees

$3,576

SIEGEL ACTUARIAL CONSULTING, INC.1 year

Filed as: SIEGEL ACTUARIAL CONSULTING

Service code 13 · EIN 65-1279994

Contract Administrator

$2,220

SYMMETRIX COMPOSITE TOOLING INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SYMMETRIX COMPOSITE TOOLING INC. 401(K) PROFIT SHARING 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