What public Form 5500 filings show about the Oklahoma Philharmonic Society 401(k) plan — and how to find and check your own account.
Oklahoma Philharmonic Society (EIN 73-1328565) reports SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA PHILHARMONIC SOCIETY, INC. on its most recent Form 5500, with $1.2M in plan assets across 15 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 Oklahoma Philharmonic Society filing — schedules, fees, and providers.
Oklahoma Philharmonic Society’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 Oklahoma Philharmonic SocietyHR for the recordkeeper’s name and login.
