What public Form 5500 filings show about the Utah Symphony and Opera 401(k) plan — and how to find and check your own account.
Utah Symphony and Opera (EIN 51-0145980) reports UTAH SYMPHONY ORCHESTRA (MEMBERS OF AFM LOCAL 104) 401(K) PLAN on its most recent Form 5500, with $20.6M in plan assets across 217 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 Utah Symphony and Opera filing — schedules, fees, and providers.
Utah Symphony and Opera’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 Utah Symphony and OperaHR for the recordkeeper’s name and login.