Original filing (PDF)20251001151738NAL0013398017001

SYMPHONY FINANCIAL LTD. CO.

Name: SYMPHONY FINANCIAL LTD. CO. — SYMPHONY FINANCIAL LTD. CO. 401(K) PLAN, Form 5500 (2024)
Creator: SYMPHONY FINANCIAL LTD. CO.

Form 5500-SF

FILING_RECEIVED

SYMPHONY FINANCIAL LTD. CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$292K

Net assets (EOY)

$292K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYMPHONY FINANCIAL LTD. CO..

Plan sponsor

Name

SYMPHONY FINANCIAL LTD. CO.

EIN

55-0808353

Address

650 N SAM HOUSTON PRKW E · SUITE 525 · HOUSTON, TX · 77060

Phone

(281) 272-6800

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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