Original filing (PDF)20240603084751NAL0009657395001

ALBANY SYMPHONY ORCHESTRA

Name: ALBANY SYMPHONY ORCHESTRA — ALBANY SYMPHONY ORCHESTRA 403(B) PLAN, Form 5500 (2023)
Creator: ALBANY SYMPHONY ORCHESTRA

Form 5500-SF

FILING_RECEIVED

ALBANY SYMPHONY ORCHESTRA 403(B) PLAN

403(b) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$662K

Net assets (EOY)

$662K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALBANY SYMPHONY ORCHESTRA

EIN

14-6013010

Address

19 CLINTON AVENUE · ALBANY, NY · 12207

Phone

(518) 465-4755

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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