Original filing (PDF)20230712144232NAL0014720851001

SYMBIONT SCIENCE, ENGINEERING AND CONSTRUCTION, INC.

Name: SYMBIONT SCIENCE, ENGINEERING AND CONSTRUCTION, INC. — SYMBIONT 401K PLAN, Form 5500 (2022)
Creator: SYMBIONT SCIENCE, ENGINEERING AND CONSTRUCTION, INC.

Form 5500

FILING_RECEIVED

SYMBIONT 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

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 SYMBIONT SCIENCE, ENGINEERING AND CONSTRUCTION, INC..

Plan sponsor

Name

SYMBIONT SCIENCE, ENGINEERING AND CONSTRUCTION, INC.

EIN

39-1380641

Address

6737 W. WASHINGTON STREET · SUITE 3500 · WEST ALLIS, WI · 532145647

Phone

(414) 291-8840

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-28

Filed

2023-07-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

SVA CERTIFIED PUBLIC ACCOUNTANTS SC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN TRUST COMPANY	62-0951563	—	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENT FINANCIAL PARTNERS	59-3331424	—	INVESTMENT ADVISOR	$34K	—

Investments

1 pooled fund· $0

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.