Retirement plan

TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST

Name: TSYMMETRY INC. - TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: TSYMMETRY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST, TSYMMETRY INC.

TSYMMETRY INC.EIN 58-2502893Plan #001PY 2024

1751 PINNACLE DRIVE, SUITE 600 - MCLEAN, VA 22102202-480-2020tsymmetry.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.1M

+17.7% from 2023

Total participants

134

-5.6% from 2023

Average account balance

$61,107

+19.7% from 2023

Annual return

15.89%

-6.76 pp from 2023

Benchmarks

See 28,910 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,910 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.15M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

117

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.

82.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$373

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
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766	Recordkeeping	$20,205
LION STREET ADVISORS LLC3 years Service code 27 · EIN 80-0946231	Advisory (Plan)	$18,292
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2 CONTRA WAY · MERRIMACK, NC 03054	Securities Custodian	$5,187

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$44K

$450 / participant

Recordkeeping$20K46.3%
Trustee / custodial$4K10.3%
Investment mgmt$18K41.9%
Other / not subdivided$6981.6%

% of EOY assets

0.611%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ARMANINO LLP
Auditor EIN: 332514127
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,107

$102,382-40.3%

$147,005-58.4%

$80,874-24.4%

Participation rate

82.5%

75.8%+6.6pp

82.2%+0.3pp

67.6%+14.8pp

Annual return

15.89%

134.89%-119.0pp

418.76%-402.9pp

35.62%-19.7pp

Employer contribution / active EE

$2,423

$3,715-34.8%

$4,934-50.9%

$2,756-12.1%

Participant deferral / active EE

$7,942

$6,646+19.5%

$8,070-1.6%

$4,297+84.8%

Admin fee / account holder

$373

$7,942-95.3%

$13,006-97.1%

$6,935-94.6%

Provider

Service type

Compensation

SENTINEL PENSION ADVISORS7 years

Filed as: SENTINEL BENEFITS GROUP, LLC

Service code 15 · EIN 20-5916766

Recordkeeping

$20,205

LION STREET ADVISORS LLC3 years

Service code 27 · EIN 80-0946231

Advisory (Plan)

$18,292

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY PERSONAL TRUST COMPANY

Service code 19

2 CONTRA WAY · MERRIMACK, NC 03054

Securities Custodian

$5,187

TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST

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