Scott Tofil signed Symphony Risk Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Symphony Risk Enterprises, LLC's EIN is 82-5368532.
Download the official 2024 Form 5500 (PDF) for Symphony Risk Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Symphony Risk Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTERN INTERNATIONAL SECURITIES IN | — | PASADENA, CA | INVESTMENT ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AMERICAN FUNDS 2020 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $1.7M | 14.2% | |
| American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $1.2M | 10.0% | |
| American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $1.2M | 9.8% | |
| American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $1.1M | 9.5% | |
| American Funds AMERICAN FUNDS US GOVERNMENT MMKT R5E | Mutual Funds | — | — | $1.0M | 8.7% | |
| American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $760K | 6.4% | |
| American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $727K | 6.1% | |
| American Funds AMERICAN FUNDS 2025 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $566K | 4.7% | |
| Fidelity Investments FIDELITY SELECT GOLD | Mutual Funds | — | — | $531K | 4.4% | |
| American Funds AMERICAN FUNDS GROWTH PORTFOLIO R5E | Mutual Funds | — | — | $469K | 3.9% | |
| American Funds AMERICAN FUNDS ST BD FD OF AMER R5E | Mutual Funds | — | — | $273K | 2.3% | |
| S * American Funds AMERICAN FUNDS 2015 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $252K | 2.1% | |
| American Funds AMERICAN FUNDS WASHINGTON MUTUAL R5E | Mutual Funds | — | — | $241K | 2.0% | |
| Fidelity Investments FIDELITY SELECT ENERGY PORTFOLIO | Mutual Funds | — | — | $183K | 1.5% | |
| Fidelity Investments FIDELITY CONTRAFUND | Mutual Funds | — | — | $179K | 1.5% | |
| maturing through November 2029 - | Other securities | — | — | $161K | 1.3% | |
| American Funds AMERICAN FUNDS INVMT CO OF AMER R5E | Mutual Funds | — | — | $151K | 1.3% | |
| Fidelity Investments FIDELITY 500 INDEX | Common Collective Trusts | — | — | $150K | 1.3% | |
| Parnassus Investments PARNASSUS MID CAP INSTITUTIONAL ** 675 PIMCO TOTAL RETURN INSTL | Mutual Funds | — | — | $149K | 1.2% | |
| American Funds AMERICAN FUNDS GLOBAL GROWTH PORT R5E | Mutual Funds | — | — | $124K | 1.0% | |
| Columbia Seligman Technology COLUMBIA SELIGMAN TECH & INFORMATION I2 | Other securities | — | — | $112K | 0.9% | |
| Vanguard MID CAP INDEX ADM | Mutual Funds | — | — | $86K | 0.7% | |
| American Funds AMERICAN FUNDS SMALLCAP WORLD R5E | Mutual Funds | — | — | $75K | 0.6% | |
| Fidelity Investments FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $64K | 0.5% | |
| T. Rowe Price Retirement Funds, Inc. T. ROWE PRICE BLUE CHIP GROWTH | Common Stocks | — | — | $59K | 0.5% | |
| Fidelity Investments FIDELITY TOTAL MARKET INDEX | Common Collective Trusts | — | — | $58K | 0.5% | |
| American Funds AMERICAN FUNDS CAPITAL WORLD GR&INC R5E | Mutual Funds | — | — | $55K | 0.5% | |
| American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $44K | 0.4% | |
| American Funds AMERICAN FUNDS GROWTH AND INC PORT R5E | Mutual Funds | — | — | $39K | 0.3% | |
| T. Rowe Price Retirement Funds, Inc. T. ROWE PRICE EQUITY INCOME FUND | Common Stocks | — | — | $32K | 0.3% | |
| American Funds AMERICAN FUNDS 2065 TARGET DATE FUND R5E | Mutual Funds | — | — | $27K | 0.2% | |
| American Funds AMERICAN FUNDS AMERICAN HIGH-INC R5E | Mutual Funds | — | — | $25K | 0.2% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R5E | Mutual Funds | — | — | $21K | 0.2% | |
| Franklin Templeton FRANKLIN RISING DIVIDENDS ADV | Mutual Funds | — | — | $20K | 0.2% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R5E | Mutual Funds | — | — | $20K | 0.2% | |
| Parnassus Investments PARNASSUS CORE EQUITY - INST | Other securities | — | — | $18K | 0.2% | |
| Fidelity Investments FIDELITY SELECT HEALTH CARE | Mutual Funds | — | — | $11K | <0.1% | |
| BlackRock MID-CAP GROWTH EQUITY INSTL | Other securities | — | — | $9K | <0.1% | |
| American Funds AMERICAN FUNDS NEW ECONOMY R5E | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds AMERICAN FUNDS AMERICAN MUTUAL R5E | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
