How big is Symphony Financial Service's plan?

Symphony Financial Service's plan reported $3K in assets and 5 participants for 2024.

Original filing (PDF)20250729141654NAL0001690019001

Symphony Financial Service

Name: Symphony Financial Service — Symphony Financial, Form 5500 (2024)
Creator: Symphony Financial Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Symphony Financial Service SOCA Benefit Plan

Health & welfare plan · Symphony Financial Service's Symphony Financial Service SOCA Benefit Plan held $3K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$913

People on this filing

Matt Appenzeller signed Symphony Financial Service's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Symphony Financial Service's EIN is 34-1959781.

EIN 34-1959781

Plan number 501

Plan year 2024

ACK ID 20250729141654NAL0001690019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Symphony Financial Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Symphony Financial Service's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score