How big is Symmetry Partners, LLC's plan?

Symmetry Partners, LLC's plan reported $19.5M in assets and 58 participants for 2024.

Original filing (PDF)20250730154906NAL0004977537001

Symmetry Partners, LLC

Name: Symmetry Partners, LLC — Symmetry Partners, LLC, Form 5500 (2024)
Creator: Symmetry Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Symmetry Partners, LLC 401(k) Plan

401(k) retirement plan · Symmetry Partners, LLC's Symmetry Partners, LLC 401(k) Plan held $19.5M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.5M

Net assets (EOY)

$19.5M

People on this filing

Michael J McCarthy signed Symmetry Partners, LLC's 2024 Form 5500 as plan administrator.

Michael J McCarthy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Symmetry Partners, LLC's EIN is 06-1482171.

EIN 06-1482171

Plan number 001

Plan year 2024

ACK ID 20250730154906NAL0004977537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Symmetry Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Symmetry Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYMMETRY PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SYMMETRY PARTNERS, LLC

EIN

all filings

Address

151 NATIONAL DRIVE · GLASTONBURY, CT · 060330737

Phone

(860) 734-2096

Industry

Finance & Insurance

Plan administrator