SYMMETRY PARTNERS
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
16
Active participants
42,263
Total plan assets
$24.5B
Filings (rows)
16
Direct comp
$1.0M
Indirect comp
$0
SERVICES PROVIDED
Other14
Advisor / Consultant2
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $23K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $32K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $31K |
| BAPTIST HEALTH BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST | LITTLE ROCK, AR | Other NONE | — | $972.6M | $41K |
| BAPTIST HEALTH BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST | LITTLE ROCK, AR | Other NONE | — | $814.9M | $24K |
| BAPTIST HEALTH BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST | LITTLE ROCK, AR | Other NONE | — | $681.6M | $14K |
| EIDE BAILLY LLP EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN | FARGO, ND | Other NONE | 3,154 | $615.3M | $256K |
| EIDE BAILLY LLP EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN | FARGO, ND | Other NONE | 3,154 | $512.5M | $244K |
| EIDE BAILLY LLP EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN | FARGO, ND | Other NONE | 2,919 | $410.8M | $243K |
| J. LEE MILLIGAN, INC. J. LEE MILLIGAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | AMARILLO, TX | Other NONE | 301 | $61.4M | $0 |
| J. LEE MILLIGAN, INC. J. LEE MILLIGAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | AMARILLO, TX | Other NONE | 301 | $36.2M | $0 |
| EXCEL MACHINERY EMPLOYEE STOCK OWNERSHIP PLAN EXCEL MACHINERY EMPLOYEE STOCK OWNERSHIP PLAN | AMARILLIO, TX | Other FINANCE/INVESTING | 94 | $28.0M | $28K |
| EXCEL MACHINERY EMPLOYEE STOCK OWNERSHIP PLAN EXCEL MACHINERY EMPLOYEE STOCK OWNERSHIP PLAN | AMARILLIO, TX | Other FINANCE/INVESTING | 83 | $26.5M | $28K |
| EXCEL MACHINERY EMPLOYEE STOCK OWNERSHIP PLAN EXCEL MACHINERY EMPLOYEE STOCK OWNERSHIP PLAN | AMARILLIO, TX | Other FINANCE/INVESTING | 90 | $25.2M | $28K |
| LORENSEN ENTERPRISES INC. LORENSEN ENTERPRISES INC. 401(K) PSP & TRUST | WESTBROOK, CT | Advisor / Consultant ADVISOR | 186 | $8.7M | $20K |
| LORENSEN ENTERPRISES INC. LORENSEN ENTERPRISES INC. 401(K) PSP & TRUST | WESTBROOK, CT | Advisor / Consultant ADVISOR | 179 | $7.7M | $19K |