Original filing (PDF)20251012130412NAL0000106835001

PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK

Name: PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK — NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK

Form 5500

FILING_RECEIVED

NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late participant contributions

Active participants

213

Accounts w/ balance

322

Plan assets (EOY)

$75.3M

Net assets (EOY)

$75.3M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 185K (6% of contributions).

Helping the score

High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK.

Plan sponsor

Name

PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK

EIN

13-1664054

Address

10 LINCOLN CENTER PLAZA · NEW YORK, NY · 10023

Phone

(212) 875-5900

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2L · 403(b)(1) annuity

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$49K	—

Investments

34 direct securities· $75.3M(100% of reported assets)

Other securities

$73.6M

32 holdings

Cash / Money Market

$1.7M

2 holdings

					% of plan
Vanguard Institutional Index Fund Inst'l Mutual fund	Other securities	—	—	$15.3M	20.3%
American Funds 2025 Target Date Retirement Fund Mutual fund	Other securities	—	—	$9.8M	13.1%
Vanguard Primecap Fund Admiral Mutual fund	Other securities	—	—	$7.0M	9.3%
Vanguard Wellington Fund Admiral Mutual fund	Other securities	—	—	$6.6M	8.7%
American Funds 2030 Target Date Retirement Fund Mutual fund	Other securities	—	—	$3.9M	5.2%
American Funds 2045 Target Date Retirement Fund Mutual fund	Other securities	—	—	$3.4M	4.6%
American Funds 2050 Target Date Retirement Fund Mutual fund	Other securities	—	—	$3.0M	4.0%
American Funds 2035 Target Date Retirement Fund Mutual fund	Other securities	—	—	$2.9M	3.9%
American Funds 2020 Target Date Retirement Fund Mutual fund	Other securities	—	—	$2.9M	3.9%
New York Life Guaranteed Interest Account Guaranteed interest account	Other securities	—	—	$2.4M	3.3%
Vanguard Equity Income Fund Admiral Mutual fund	Other securities	—	—	$2.4M	3.2%
American Funds 2040 Target Date Retirement Fund Mutual fund	Other securities	—	—	$2.2M	2.9%
Vanguard Extended Market Index Fund Admiral Mutual fund	Other securities	—	—	$2.1M	2.8%
Vanguard Total Bond Market Index Fund Admiral Mutual fund	Other securities	—	—	$1.8M	2.3%
American Funds 2015 Target Date Retirement Fund Mutual fund	Other securities	—	—	$1.7M	2.3%
Self-Directed Brokerage Fund Mutual funds and cash	Cash / Money Market	—	—	$1.6M	2.1%
American Funds 2055 Target Date Retirement Fund Mutual fund	Other securities	—	—	$1.2M	1.5%
Vanguard Total International Stock Index Fund Admi Mutual fund	Other securities	—	—	$1.1M	1.4%
American Funds 2060 Target Date Retirement Fund Mutual fund	Other securities	—	—	$1.0M	1.3%
MFS International Intrinsic Value Fund Mutual fund	Other securities	—	—	$552K	0.7%
Cohen & Steers Real Estate Securities Fund Mutual fund	Other securities	—	—	$329K	0.4%
Loomis Sayles Core Plus Bond Fund; Class N Mutual fund	Other securities	—	—	$281K	0.4%
MassMutual Mid Cap Growth Fund Mutual fund	Other securities	—	—	$267K	0.4%
Allspring Special Mid Cap Value Fund Mutual fund	Other securities	—	—	$225K	0.3%
American Funds 2010 Target Date Retirement Fund Mutual fund	Other securities	—	—	$222K	0.3%
American Funds New World Fund Mutual fund	Other securities	—	—	$195K	0.3%
Vanguard High-Yield Corporate Fund Admiral Mutual fund	Other securities	—	—	$182K	0.2%
JPMorgan Large Cap Growth Fund Mutual fund	Other securities	—	—	$162K	0.2%
Vanguard Federal Money Market Fund Mutual fund	Cash / Money Market	—	—	$147K	0.2%
Federated Hermes MDT Sml Cap Growth Fund Mutual fund	Other securities	—	—	$137K	0.2%
American Funds 2065 Target Date Retirement Fund Mutual fund	Other securities	—	—	$99K	0.1%
Notes receivable from participants 2029 -	Other securities	—	—	$78K	0.1%
Vanguard FTSE Social Index Fund Admiral Mutual fund	Other securities	—	—	$21K	<0.1%
American Beacon Small Cap Value Fund Mutual fund	Other securities	—	—	$17K	<0.1%