· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SYMPOSIA MEDICUS, INC. — SYMPOSIA MEDICUS, INC. 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015185237NAL0002885987001
SYMPOSIA MEDICUS, INC.
Form 5500-SF
FILING_RECEIVED
SYMPOSIA MEDICUS, INC. 403(B) PLAN
403(b) retirement plan
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SYMPOSIA MEDICUS, INC.
.
Find decision makers
Plan sponsor
Name
SYMPOSIA MEDICUS, INC.
EIN
94-2515474
Address
399 TAYLOR BLVD STE 102 · PLEASANT HILL, CA · 94523
Phone
(925) 969-1789
Industry
Educational Services
see 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
THE WALDORF SCHOOL OF BALTIMORE, INC.
THE WALDORF SCHOOL OF BALTIMORE RETIREMENT AND SAVINGS PLAN
$2.3M · 60 participants
COMMUNITY SPECIALISTS CORPORATION
COMMUNITY SPECIALISTS CORPORATION PROFIT SHARING PLAN
$2.3M · 87 participants
NASHUA ADULT LEARNING CENTER, INC.
NASHUA ADULT LEARNING CENTER, INC. 403(B) PLAN
$2.3M · 163 participants
WASHINGTON AND LEE UNIVERSITY
WASHINGTON AND LEE UNIVERSITY RETIREE HEALTH PLAN
$2.3M · 457 participants
21ST CENTURY PARTNERSHIP FOR S
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
THE 21ST CENTURY PARTNERSHIP FOR STEM EDUCATION 401 (K) PLAN
$2.3M · 16 participants
GRAFTON SCHOOL INCORPORATED
GRAFTON SCHOOL, INCORPORATED 403(B) PLAN
$2.3M · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
