What public Form 5500 filings show about the Phoenix Symphony Association 401(k) plan — and how to find and check your own account.
Phoenix Symphony Association (EIN 86-6000134) reports EMPLOYEE BENEFIT PLAN OF PHOENIX SYMPHONY ASSOCIATION on its most recent Form 5500, with $555K 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 Phoenix Symphony Association filing — schedules, fees, and providers.
Phoenix Symphony Association’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 Phoenix Symphony AssociationHR for the recordkeeper’s name and login.