Original filing (PDF)20250414105253NAL0002966064001

SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA

Name: SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA — SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA 403(B) PLAN, Form 5500 (2023)
Creator: SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA

Form 5500-SF

FILING_RECEIVED

SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA 403(B) PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

258

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA.

Plan sponsor

Name

SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA

EIN

23-1352676

Address

P.O. BOX 63966 · PHILADELPHIA, PA · 19147

Phone

(215) 320-2687

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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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