Original filing (PDF)20251002114753NAL0000282867001

SYMMETRY WEALTH ADVISORY GROUP, INC

Name: SYMMETRY WEALTH ADVISORY GROUP, INC — SYMMETRY WEALTH 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SYMMETRY WEALTH ADVISORY GROUP, INC

Form 5500-SF

FILING_RECEIVED

SYMMETRY WEALTH 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$887K

Net assets (EOY)

$887K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYMMETRY WEALTH ADVISORY GROUP, INC.

Plan sponsor

Name

SYMMETRY WEALTH ADVISORY GROUP, INC

EIN

81-2947322

Address

2975 WESTCHESTER AVENUE · PURCHASE, NY · 10577

Phone

(914) 437-7065

Industry

Finance & Insurancesee all

Plan administrator