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HARTFORD SYMPHONY ORCHESTRA INC — HARTFORD SYMPHONY 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250303112023NAL0010657506001
HARTFORD SYMPHONY ORCHESTRA INC
Form 5500-SF
FILING_RECEIVED
HARTFORD SYMPHONY 403(B) PLAN
403(b) retirement plan
Active participants
104
Accounts w/ balance
37
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HARTFORD SYMPHONY ORCHESTRA INC
.
Find decision makers
Plan sponsor
Name
HARTFORD SYMPHONY ORCHESTRA INC
EIN
06-0637319
Address
PO BOX 856577 · MINNEAPOLIS, MN · 554856577
Phone
(860) 246-8742
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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$3.1M · 13 participants
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$3.1M · 29 participants
CHOCTAW HOUSING AUTHORITY
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$3.1M · 34 participants
BIG BROTHERS BIG SISTERS OF EASTERN MASS.
BIG BROTHERS BIG SISTERS OF EASTER MASS 403(B) RETIREMENT PLAN
$3.1M · 98 participants
COLORADO UPLIFT
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COLORADO UPLIFT 403(B) PLAN
$3.1M · 38 participants
FREMONT AREA COMMUNITY FOUNDATION
FREMONT AREA COMMUNITY FOUNDATION 401(K) RETIREMENT PLAN
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UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
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MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
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UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
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TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
