How big is Hartford Symphony Orchestra Inc.'s plan?

Hartford Symphony Orchestra Inc.'s plan reported $3.5M in assets and 100 participants for 2025.

Original filing (PDF)20260213192920NAL0002115106001

Hartford Symphony Orchestra Inc.

Name: Hartford Symphony Orchestra Inc. — Hartford Symphony, Form 5500 (2025)
Creator: Hartford Symphony Orchestra Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hartford Symphony 403(b) Plan

403(b) retirement plan · Hartford Symphony Orchestra Inc.'s Hartford Symphony 403(b) Plan held $3.5M in plan assets for 100 participants in 2025.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

DAWN Jones signed Hartford Symphony Orchestra Inc.'s 2025 Form 5500 as plan administrator.

DAWN Jones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hartford Symphony Orchestra Inc.'s EIN is 06-0637319.

EIN 06-0637319

Plan number 001

Plan year 2025

ACK ID 20260213192920NAL0002115106001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hartford Symphony Orchestra Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hartford Symphony Orchestra Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARTFORD SYMPHONY ORCHESTRA INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score