Back to filter
Original filing (PDF)20231016154855NAL0076868738001
SYMBEX
Form 5500-SF
FILING_RECEIVED
SYMBEX 401K PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
44
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYMBEX.
Plan sponsor
Name
SYMBEX
EIN
33-0587815
Address
12658 CISNEROS LANE · SANTA FE SPRINGS, CA · 90670
Phone
(562) 298-1387
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Management of Companies / Holdings plans
MAYCO MANUFACTURING, LLC
MAYCO SAVINGS PLAN
$3.3M · 193 participants
BYLER HOLDINGS, LLC
BYLER HOLDINGS 401(K) PLAN
$3.3M · 299 participants
CENTER ROCK CAPITAL PARTNERS, LP
CENTER ROCK CAPITAL PARTNERS, LP 401(K) PLAN
$3.3M · 18 participants
GREDE WISCONSIN SUBSIDIARIES LLC
BOHN ALUMINUM INC BULTER INDIANA PENSION FOR HOURLY EMPLOYEES REPRESENTED BY LOCAL NO 1317 UAW
$3.2M
THE MALRITE COMPANY, LLC
THE MALRITE COMPANY, LLC 401(K) RETIREMENT PLAN
$3.2M · 10 participants
JPN MANAGEMENT, INC.
JPN MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$3.2M · 222 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B