Symmetry Energy Solutions, LLC's EIN is 72-1309319.
Download the official 2024 Form 5500 (PDF) for Symmetry Energy Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Symmetry Energy Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | ADVISORS | $107K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Indx Fd Mutual Fund - | Mutual Funds | — | — | $13.9M | 32.5% | |
| Vanguard 500 Index F Mutual Fund - | Common Collective Trusts | — | — | $7.1M | 16.7% | |
| Vanguard Total Intl Stock Index Mutual Fund - | Mutual Funds | — | — | $6.5M | 15.1% | |
| Vanguard Total Bond Mkt Index Mutual Fund - | Mutual Funds | — | — | $5.9M | 13.7% | |
| Schwab Bank Savings Money market - | Mutual Funds | — | — | $3.2M | 7.5% | |
| Vanguard Mid Cap Index Fund Mutual Fund - | Common Collective Trusts | — | — | $1.7M | 4.1% | |
| Vanguard Small Cap I Mutual Fund - | Mutual Funds | — | — | $1.6M | 3.7% | |
| Notes receivables from participants Varying maturity dates and interest rates ranging from 4.25% - 9.50% - | Bonds / Notes | — | — | $663K | 1.5% | |
| Vanguard Emrg Mkts Stk Index Fd Mutual fund - | Mutual Funds | — | — | $462K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
