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Original filing (PDF)20260115151550NAL0006867827001
SYMBRIA, INC.
Form 5500
FILING_RECEIVED
SYMBRIA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,510
Accounts w/ balance
954
Plan assets (EOY)
$52.9M
Net assets (EOY)
$52.9M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 25 bps in Schedule C fees — 58% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYMBRIA, INC..
Plan sponsor
Name
SYMBRIA, INC.
EIN
36-4297908
Address
7125 JANES AVENUE · SUITE 300 · WOODRIDGE, IL · 60517
Phone
(630) 413-5800
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA GROUP | 81-4473358 | — | NONE | $76K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $57K | — |
Investments
20 direct securities · 1 pooled fund· $99.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$49.7M
20 holdings
Pooled Separate Account
$49.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $49.5M | 93.5% | |
| Minnesota Life American Century Ultra R5 # | — | — | — | $9.2M | 17.3% | |
| Minnesota Life T. Rowe Price Large Cap Value # | — | — | — | $7.8M | 14.7% | |
| Minnesota Life SECURIAN AM S&P 500 Index # | — | — | — | $4.4M | 8.3% | |
| Minnesota Life Columbia Overseas Value Inst2 # | — | — | — | $4.3M | 8.1% | |
| Minnesota Life Morgan Stanley Inst Intl Advtg I # | — | — | — | $4.1M | 7.7% | |
| Unallocated Contracts * Minnesota Life Guaranteed Return # | — | — | — | $3.2M | 6.1% | |
| Minnesota Life Fidelity Adv Small Cap Growth # | — | — | — | $2.6M | 4.9% | |
| Minnesota Life Vanguard LifeStrategy Growth # | — | — | — | $2.4M | 4.6% | |
| Minnesota Life T. Rowe Price Health Sciences # | — | — | — | $2.4M | 4.5% | |
| Minnesota Life Hotchkis & Wiley SC Div Val I # | — | — | — | $2.3M | 4.4% | |
| Interest in Sub-Account of Minnesota Life Insurance Company Master Separate Account * Minnesota Life T. Rowe Price Mid Cap Value # | — | — | — | $1.6M | 3.0% | |
| Minnesota Life Vanguard LifeStrategy Moderate Gr # | — | — | — | $1.4M | 2.7% | |
| Minnesota Life Vanguard Extended Market Index I # | — | — | — | $1.3M | 2.4% | |
| Minnesota Life PGIM Jennison Mid-Cap Growth R # | — | — | — | $918K | 1.7% | |
| Minnesota Life Vanguard REIT Index Adm # | — | — | — | $631K | 1.2% | |
| Minnesota Life PGIM Total Return Bond Z # | — | — | — | $282K | 0.5% | |
| Minnesota Life PIMCO Income Instl # | — | — | — | $276K | 0.5% | |
| Minnesota Life Vanguard LifeStrategy Cnsrv Gr # | — | — | — | $250K | 0.5% | |
| through 2042 | — | — | — | $220K | 0.4% | |
| Minnesota Life BNY Mellon Natural Resources I # | — | — | — | $134K | 0.3% |
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