How big is Symbolic, Inc.'s plan?

Symbolic, Inc.'s plan reported $829K in assets for 2023.

Original filing (PDF)20241015125942NAL0016442659001

Symbolic, Inc.

Name: Symbolic, Inc. — Symbolic, Inc. 401(k) Savings Plan, Form 5500 (2023)
Creator: Symbolic, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Symbolic, Inc. 401(k) Savings Plan

401(k) retirement plan · Symbolic, Inc.'s Symbolic, Inc. 401(k) Savings Plan reported $829K in plan assets in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$829K

Net assets (EOY)

$829K

People on this filing

Candi Werkmeister signed Symbolic, Inc.'s 2023 Form 5500 as plan administrator.

Candi Werkmeister — 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

Symbolic, Inc.'s EIN is 16-1590564.

EIN 16-1590564

Plan number 001

Plan year 2023

ACK ID 20241015125942NAL0016442659001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Symbolic, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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