SYM FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
82
Active participants
25,538
Total plan assets
$1.6B
Filings (rows)
82
Direct comp
$3.5M
Indirect comp
$32K
Aggregating 2 name variants under "SYM FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant45
Other37
Top plans served
All 82 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FORT WAYNE METALS RESEARCH PRODUCTS, LLC. FORT WAYNE METALS RESEARCH PRODUCTS, LLC RETIREMENT SAVINGS PLAN | FT. WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 1,485 | $173.0M | $287K |
| FORT WAYNE METALS RESEARCH PRODUCTS, LLC. FORT WAYNE METALS RESEARCH PRODUCTS, LLC RETIREMENT SAVINGS PLAN | FT. WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 1,502 | $151.6M | $233K |
| FORT WAYNE METALS RESEARCH PRODUCTS, LLC FORT WAYNE METALS RESEARCH PRODUCTS, LLC RETIREMENT SAVINGS PLAN | FT. WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 1,298 | $123.8M | $225K |
| CCG SERVICES, INC. CCG SERVICES, INC. RETIREMENT SAVINGS PLAN | FRISCO, TX | Advisor / Consultant ADVISOR | 1,596 | $106.0M | $44K |
| CCG SERVICES, INC. CCG SERVICES, INC. RETIREMENT SAVINGS PLAN | FRISCO, TX | Advisor / Consultant ADVISOR | 1,362 | $87.8M | $36K |
| CCG SERVICES, INC. CCG SERVICES, INC. RETIREMENT SAVINGS PLAN | FRISCO, TX | Advisor / Consultant ADVISOR | 1,274 | $69.3M | $35K |
| DUCHARME, MCMILLEN & ASSOCIATES, INC. DUCHARME, MCMILLEN & ASSOCIATES, INC. 401(K) SAVINGS PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISORY | 679 | $69.3M | $95K |
| DUCHARME, MCMILLEN & ASSOCIATES, INC. DUCHARME, MCMILLEN & ASSOCIATES, INC. 401(K) SAVINGS PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISORY | 633 | $57.3M | $68K |
| DUCHARME, MCMILLEN & ASSOCIATES, INC. DUCHARME, MCMILLEN & ASSOCIATES, INC. 401(K) SAVINGS PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISORY | 558 | $44.6M | $0 |
| THE FLEXAUST COMPANY, INC. THE FLEXAUST/FLEXADUX 401(K) PROFIT SHARING PLAN | WARSAW, IN | Advisor / Consultant FINANCIAL ADVISOR | 316 | $22.3M | $45K |
| FORT WAYNE WIRE DIE, INC. FORT WAYNE WIRE DIE CORPORATE 401(K) PLAN | FORT WAYNE, IN | Other NONE | 86 | $21.5M | $43K |
| KRUGGEL, LAWTON & CO., LLC KRUGGEL, LAWTON & CO. EMPLOYEES' BENEFIT PLAN | SOUTH BEND, IN | Other NONE | 114 | $20.6M | $35K |
| ADVANCED EMISSIONS SOLUTIONS, INC. ADVANCED EMISSIONS SOLUTIONS, INC. PROFIT SHARING RETIREMENT PLAN | GREENWOOD VILLAGE, CO | Other NONE | 202 | $19.7M | $46K |
| KRUGGEL, LAWTON & CO., LLC KRUGGEL, LAWTON & CO. EMPLOYEES' BENEFIT PLAN | SOUTH BEND, IN | Other NONE | 131 | $19.7M | $33K |
| FORT WAYNE WIRE DIE, INC. FORT WAYNE WIRE DIE CORPORATE 401(K) PLAN | FORT WAYNE, IN | Other NONE | 93 | $19.7M | $37K |
| THE FLEXAUST COMPANY, INC. THE FLEXAUST/FLEXADUX 401(K) PROFIT SHARING PLAN | WARSAW, IN | Advisor / Consultant FINANCIAL ADVISOR | 297 | $19.3M | $47K |
| GROSSNICKLE EYE CENTER GROSSNICKLE EYE CENTER 401(K) RETIREMENT PLAN | WARSAW, IN | Other NONE | 116 | $19.2M | $46K |
| PARTNERS 1ST FEDERAL CREDIT UNION PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN | FORT WAYNE, IN | Advisor / Consultant FINANCIAL ADVISOR | 171 | $18.8M | $53K |
| GROSSNICKLE EYE CENTER GROSSNICKLE EYE CENTER 401(K) RETIREMENT PLAN | WARSAW, IN | Advisor / Consultant ADVISOR | 119 | $18.6M | $49K |
| WILDMAN BUSINESS GROUP, LLC WILDMAN BUSINESS GROUP, LLC 401(K) RETIREMENT PLAN | WARSAW, IN | Advisor / Consultant ADVISOR | 501 | $18.2M | $52K |
| ADVANCED EMISSIONS SOLUTIONS, INC. ADVANCED EMISSIONS SOLUTIONS, INC. PROFIT SHARING RETIREMENT PLAN | GREENWOOD VILLAGE, CO | Other NONE | 174 | $17.9M | $48K |
| KRUGGEL, LAWTON & CO., LLC KRUGGEL, LAWTON & CO. EMPLOYEES' BENEFIT PLAN | SOUTH BEND, IN | Other NONE | 105 | $17.1M | $37K |
| BRAUN INDUSTRIES, INC. BRAUN INDUSTRIES, INC. 401(K) PLAN | VAN WERT, OH | Other NONE | 627 | $16.9M | $45K |
| THE FLEXAUST COMPANY INC. THE FLEXAUST/FLEXADUX 401K PROFIT SHARING PLAN | WARSAW, IN | Advisor / Consultant FINANCIAL ADVISOR | 347 | $16.9M | $50K |
| HALLMARK HOME MORTGAGE HALLMARK HOME MORTGAGE 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 179 | $16.7M | $49K |
| PARTNERS 1ST FEDERAL CREDIT UNION PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN | FORT WAYNE, IN | Advisor / Consultant FINANCIAL ADVISOR | 175 | $16.6M | $47K |
| FORT WAYNE WIRE DIE, INC. FORT WAYNE WIRE DIE CORPORATE 401(K) PLAN | FORT WAYNE, IN | Other NONE | 90 | $16.6M | $38K |
| WAGNER-MEINERT, LLC WAGNER-MEINERT, LLC 401(K) PLAN | FORT WAYNE, IN | Other NONE | 94 | $16.1M | $48K |
| LAUX-ARNOLD,INC. DBA L-A ELECTRIC LAUX-ARNOLD, INC 401(K) SALARY REDUCTION PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 108 | $15.6M | $48K |
| ADVANCED EMISSIONS SOLUTIONS, INC. ADVANCED EMISSIONS SOLUTIONS, INC. PROFIT SHARING RETIREMENT PLAN | GREENWOOD VILLAGE, CO | Other NONE | 146 | $15.4M | $48K |
| PARTNERS 1ST FEDERAL CREDIT UNION PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN | FORT WAYNE, IN | Advisor / Consultant FINANCIAL ADVISOR | 158 | $14.9M | $47K |
| BRAUN INDUSTRIES, INC. BRAUN INDUSTRIES, INC. 401(K) PLAN | VAN WERT, OH | Advisor / Consultant FINANCIAL ADVISOR | 574 | $14.6M | $47K |
| HALLMARK HOME MORTGAGE HALLMARK HOME MORTGAGE 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 185 | $14.5M | $48K |
| WAGNER-MEINERT, LLC WAGNER-MEINERT, LLC 401(K) PLAN | FORT WAYNE, IN | Other NONE | 135 | $13.8M | $45K |
| PETROLEUM TRADERS CORPORATION PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 103 | $13.0M | $35K |
| LAUX-ARNOLD,INC. DBA L-A ELECTRIC LAUX-ARNOLD, INC 401(K) SALARY REDUCTION PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 99 | $13.0M | $43K |
| WILDMAN BUSINESS GROUP, LLC WILDMAN BUSINESS GROUP, LLC 401(K) RETIREMENT PLAN | WARSAW, IN | Advisor / Consultant ADVISOR | 313 | $12.9M | $42K |
| WAGNER - MEINERT, LLC WAGNER- MEINERT, LLC 401(K) PLAN | FORT WAYNE, IN | Other NONE | 109 | $12.1M | $45K |
| HALLMARK HOME MORTGAGE HALLMARK HOME MORTGAGE 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 223 | $12.1M | $46K |
| PETROLEUM TRADERS CORPORATION PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 104 | $11.5M | $44K |
| PETROLEUM TRADERS CORPORATION PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 95 | $11.0M | $37K |
| CREIGHTON BROTHERS LLC CREIGHTON BROTHERS - CRYSTAL LAKE - EGGSPRESS 401K PROFIT SHARING PLAN AND TRUST | ATWOOD, IN | Other NONE | 140 | $10.2M | $42K |
| LAUX-ARNOLD,INC. DBA L-A ELECTRIC LAUX-ARNOLD, INC 401(K) SALARY REDUCTION PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 98 | $10.1M | $39K |
| WILDMAN BUSINESS GROUP, LLC WILDMAN BUSINESS GROUP, LLC 401(K) RETIREMENT PLAN | WARSAW, IN | Advisor / Consultant ADVISOR | 299 | $9.8M | $40K |
| FOUR COUNTY COMPREHENSIVE MENTAL HEALTH CENTER, INC. 4C HEALTH RETIREMENT PLAN | PERU, IN | Advisor / Consultant INVESTMENT MANAGER | 393 | $9.7M | $42K |
| CREIGHTON BROTHERS LLC CREIGHTON BROTHERS - CRYSTAL LAKE - EGGSPRESS 401K PROFIT SHARING PLAN AND TRUST | ATWOOD, IN | Other NONE | 136 | $9.7M | $40K |
| FOUR COUNTY COMPREHENSIVE MENTAL HEALTH CENTER, INC. 4C HEALTH RETIREMENT PLAN | PERU, IN | Advisor / Consultant INVESTMENT MANAGER | 416 | $9.1M | $37K |
| BRAUN INDUSTRIES, INC. BRAUN INDUSTRIES, INC. 401(K) PLAN | VAN WERT, OH | Advisor / Consultant FINANCIAL ADVISOR | 308 | $9.0M | $60K |
| CREIGHTON BROTHERS LLC CREIGHTON BROTHERS - CRYSTAL LAKE - EGGSPRESS 401K PROFIT SHARING PLAN AND TRUST | ATWOOD, IN | Other NONE | 197 | $8.6M | $29K |
| LASTING CHANGE, INC. LASTING CHANGE, INC. 403(B) PLAN | FORT WAYNE, IN | Other NONE | 485 | $8.5M | $36K |
| KELLY BOX AND PACKAGING CORP. KELLY BOX AND PACKAGING CORP. 401(K) SAVINGS PLAN | FORT WAYNE, IN | Other NONE | 133 | $8.4M | $36K |
| KELLY BOX AND PACKAGING, CORP. KELLY BOX AND PACKAGING CORP. 401(K) SAVINGS PLAN | FORT WAYNE, IN | Other NONE | 136 | $7.7M | $36K |
| KELLY BOX AND PACKAGING, CORP. KELLY BOX AND PACKAGING CORP. 401(K) SAVINGS PLAN | FORT WAYNE, IN | Other NONE | 134 | $7.4M | $34K |
| LASTING CHANGE, INC. LASTING CHANGE, INC. 403(B) PLAN | FORT WAYNE, IN | Other NONE | 508 | $7.1M | $29K |
| PATHFINDER SERVICES, INC. PATHFINDER SERVICES RETIREMENT PLAN | HUNTINGTON, IN | Advisor / Consultant INVESTMENT ADVISOR | 448 | $6.8M | $33K |
| PATHFINDER SERVICES, INC. PATHFINDER SERVICES RETIREMENT PLAN | HUNTINGTON, IN | Advisor / Consultant INVESTMENT ADVISOR | 387 | $6.5M | $29K |
| VISITING NURSE & HOSPICE HOME VISITING NURSE & HOSPICE HOME RETIREMENT PLAN | FORT WAYNE, IN | Advisor / Consultant CONSULTANT | 172 | $6.5M | $27K |
| RELIABLE TOOL & MACHINE COMPANY INC. RELIABLE PMW 401(K) PLAN | KENDALLVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 116 | $5.6M | $27K |
| UCKELE HEALTH & NUTRITION, INC. UCKELE HEALTH & NUTRITION 401(K) PLAN | BLISSFIELD, MI | Other NONE | 255 | $5.6M | $26K |
| VISITING NURSE & HOSPICE HOME VISITING NURSE & HOSPICE HOME RETIREMENT PLAN | FORT WAYNE, IN | Advisor / Consultant CONSULTANT | 163 | $5.4M | $22K |
| LASTING CHANGE, INC. LASTING CHANGE, INC. 403(B) PLAN | FORT WAYNE, IN | Other NONE | 581 | $5.3M | $20K |
| RELIABLE TOOL & MACHINE COMPANY INC. RELIABLE PMW 401(K) PLAN | KENDALLVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 115 | $4.9M | $23K |
| VISITING NURSE & HOSPICE HOME VISITING NURSE & HOSPICE HOME RETIREMENT PLAN | FORT WAYNE, IN | Advisor / Consultant CONSULTANT | 170 | $4.8M | $22K |
| ST. ANNE HOME OF THE DIOCESE OF FORT WAYNE-SOUTH BEND, INC. ST. ANNE HOME EMPLOYEES' RETIREMENT PLAN | FORT WAYNE, IN | Other NONE | 250 | $4.6M | $25K |
| UCKELE HEALTH & NUTRITION, INC. UCKELE HEALTH & NUTRITION 401(K) PLAN | BLISSFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 231 | $4.6M | $25K |
| CHROMASOURCE, INC. CHROMASOURCE, INC. PROFIT SHARING AND 401(K) PLAN | COLUMBIA CITY, IN | Other NONE | 96 | $4.4M | $25K |
| ST. ANNE HOME OF THE DIOCESE OF FORT WAYNE-SOUTH BEND, INC. ST. ANNE HOME EMPLOYEES' RETIREMENT PLAN | FORT WAYNE, IN | Other NONE | 309 | $4.3M | $28K |
| CHROMASOURCE, INC. CHROMASOURCE, INC. PROFIT SHARING AND 401(K) PLAN | COLUMBIA CITY, IN | Other NONE | 117 | $4.2M | $20K |
| ST. ANNE HOME OF THE DIOCESE OF FORT WAYNE-SOUTH BEND, INC. ST. ANNE HOME EMPLOYEES' RETIREMENT PLAN | FORT WAYNE, IN | Other NONE | 435 | $4.2M | $25K |
| SEYMOUR MIDWEST LLC SEYMOUR-MIDWEST RETIREMENT PLAN | WARSAW, IN | Other NONE | 105 | $4.0M | $20K |
| RELIABLE TOOL & MACHINE COMPANY INC. RELIABLE PMW 401(K) PLAN | KENDALLVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 116 | $3.8M | $25K |
| UCKELE HEALTH & NUTRITION INC. UCKELE HEALTH & NUTRITION 401(K) PLAN | BLISSFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 257 | $3.8M | $22K |
| GRABILL CABINETS ACQUISITION COMPAN GRABILL CABINETS ACQUISITION COMPANY, LLC 401(K) PLAN | GRABILL, IN | Advisor / Consultant FINANCIAL ADVISOR | 126 | $3.8M | $17K |
| GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. 401(K) PLAN | FORT WAYNE, IN | Other NONE | 151 | $3.6M | $18K |
| SEYMOUR MIDWEST LLC SEYMOUR-MIDWEST RETIREMENT PLAN | WARSAW, IN | Other NONE | 120 | $3.5M | $17K |
| CHROMASOURCE, INC. CHROMASOURCE, INC. PROFIT SHARING AND 401(K) PLAN | COLUMBIA CITY, IN | Other NONE | 129 | $3.3M | $18K |
| THE FORT WAYNE RESCUE MISSION MINISTRIES, INC. THE FORT WAYNE RESCUE MISSION MINISTRIES INC. 403(B) PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISOR | 122 | $3.2M | $4K |
| GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. 401(K) PLAN | FORT WAYNE, IN | Other NONE | 151 | $3.1M | $17K |
| GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. 401(K) PLAN | FORT WAYNE, IN | Other NONE | 150 | $3.0M | $19K |
| SEYMOUR MIDWEST LLC SEYMOUR-MIDWEST RETIREMENT PLAN | WARSAW, IN | Other NONE | 132 | $2.9M | $21K |
| M & S INDUSTRIAL METAL FABRICATORS, INC. M & S INDUSTRIAL METAL FABRICATORS, INC. 401(K) PLAN | HUNTINGTON, IN | Advisor / Consultant FINANCIAL ADVISOR | 75 | $1.5M | $11K |
| PRIMCO, INC. 401(K) PROFIT SHARING PRIMCO, INC. 401(K) PROFIT SHARING PLAN | FORT WAYNE, IN | Other INVESTMENT AD VISION | 0 | $0 | $16K |