What public Form 5500 filings show about the Milwaukee Symphony Orchestra, Inc. 401(k) plan — and how to find and check your own account.
Milwaukee Symphony Orchestra, Inc. (EIN 39-6023436) reports MILWAUKEE SYMPHONY ORCHESTRA STAFF EMPLOYEES RETIREMENT PLAN on its most recent Form 5500, with $4.0M in plan assets across 86 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Milwaukee Symphony Orchestra, Inc. filing — schedules, fees, and providers.
Milwaukee Symphony Orchestra, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Milwaukee Symphony Orchestra, Inc.HR for the recordkeeper’s name and login.
