Symphonyai, LLC's EIN is 81-3667465.
Download the official 2024 Form 5500 (PDF) for Symphonyai, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Symphonyai, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $87K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $11.2M | 15.4% | |
| Vanguard Target Retirement 2045 INV | Mutual Funds | — | — | $6.9M | 9.5% | |
| Vanguard Target Retirement 2040 INV | Mutual Funds | — | — | $6.8M | 9.4% | |
| JP Morgan Large Gap Growth R6 | Other securities | — | — | $6.5M | 9.0% | |
| Vanguard Target Retirement 2035 INV | Mutual Funds | — | — | $4.9M | 6.8% | |
| Vanguard Target Retirement 2050 INV | Mutual Funds | — | — | $4.7M | 6.4% | |
| Vanguard Target Retirement 2055 INV | Mutual Funds | — | — | $3.3M | 4.6% | |
| Vanguard Target Retirement 2025 INV | Mutual Funds | — | — | $3.3M | 4.5% | |
| Vanguard Target Retirement 2030 INV | Mutual Funds | — | — | $3.0M | 4.2% | |
| Vanguard Growth Index ADM | Mutual Funds | — | — | $2.3M | 3.2% | |
| * Empower EI Fixed Account – Series Class I, Crediting interest rate of 1.45% | Guaranteed Income / GIC | — | — | $2.3M | 3.2% | |
| Vanguard Balanced Index ADM | Mutual Funds | — | — | $1.7M | 2.3% | |
| DFA Global Equity I | Mutual Funds | — | — | $1.2M | 1.7% | |
| Vanguard Mid Cap Index Fund – Admiral | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| Vanguard Target Retirement 2060 INV | Mutual Funds | — | — | $1.2M | 1.7% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $1.1M | 1.5% | |
| Vanguard Total INTL Stock Index Admiral | Mutual Funds | — | — | $1.1M | 1.5% | |
| Vanguard Explorer ADM | Mutual Funds | — | — | $1.0M | 1.4% | |
| JP Morgan Core Plus Bond R6 | Other securities | — | — | $969K | 1.3% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $908K | 1.3% | |
| MFS International Growth R6 | Mutual Funds | — | — | $896K | 1.2% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $827K | 1.1% | |
| Vanguard Value Index ADM | Mutual Funds | — | — | $588K | 0.8% | |
| JP Morgan US Equity R6 | Other securities | — | — | $549K | 0.8% | |
| DFA Inflation Protected Securities I | Mutual Funds | — | — | $524K | 0.7% | |
| Vanguard Target Retirement Income INV | Mutual Funds | — | — | $522K | 0.7% | |
| PGIM High Yield R6 | Other securities | — | — | $455K | 0.6% | |
| Participant Loans Interest rates ranging from 3.25% to 9.50% | Bonds / Notes | — | — | $430K | 0.6% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $403K | 0.6% | |
| American Century Mid Cap Value R6 | Mutual Funds | — | — | $389K | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $363K | 0.5% | |
| Vanguard Target Retirement 2065 INV | Mutual Funds | — | — | $257K | 0.4% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $207K | 0.3% | |
| Vanguard Target Retirement 2020 INV | Mutual Funds | — | — | $150K | 0.2% | |
| Pioneer Strategic Income K | Other securities | — | — | $116K | 0.2% | |
| PIMCO International Bond (USD-Hedged) Institutional | Mutual Funds | — | — | $63K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $55K | <0.1% | |
| Vanguard Target Retirement 2070 INV | Mutual Funds | — | — | $37K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS. LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $116K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $20K | — |
