Cincinnati Symphony Orchestra's EIN is 31-0537080.
Download the official 2023 Form 5500 (PDF) for Cincinnati Symphony Orchestra from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cincinnati Symphony Orchestra's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY INC | 71-0294708 | — | TPA | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARTE ACCT D 664TBG VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17.7M | 99.2% | |
| Vanguard 500 Index Fund - Adm Shares | Common Collective Trusts | — | — | $4.7M | 26.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.9M | 10.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.7M | 9.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.6M | 9.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.4M | 7.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.2M | 6.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.2M | 6.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $551K | 3.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $493K | 2.8% | |
| Calvert US Large Cap Growth Responsible Index Fund - Class R6 | Common Collective Trusts | — | — | $426K | 2.4% | |
| Vanguard Total International Stock Index Fund - Adm Shares | Common Collective Trusts | — | — | $417K | 2.3% | |
| Vanguard Intermediate-Term Bond Index Fund - Adm Shares | Common Collective Trusts | — | — | $258K | 1.4% | |
| Vanguard Value Index Fund - Adm Shares | Common Collective Trusts | — | — | $218K | 1.2% | |
| Vanguard Small-Cap Index Fund - Adm Shares | Common Collective Trusts | — | — | $188K | 1.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $183K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $182K | 1.0% | |
| Calvert Equity Fund - Class R6 | Other securities | — | — | $181K | 1.0% | |
| Victory Sycamore Small Company Opportunity Fund - Class R6 | Common Stocks | — | — | $124K | 0.7% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $119K | 0.7% | |
| Vanguard Developed Markets Index Fund - Adm Shares | Common Collective Trusts | — | — | $110K | 0.6% | |
| Victory Sycamore Established Value Fund - Class R6 | Other securities | — | — | $96K | 0.5% | |
| Voya Fixed Account (4450) | Other securities | — | — | $87K | 0.5% | |
| American Funds EuroPacific Growth Fund - Class R6 | Mutual Funds | — | — | $78K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund - Adm Shares | Common Collective Trusts | — | — | $76K | 0.4% | |
| Fidelity Advisor Total Bond Fund - Class Z | Mutual Funds | — | — | $61K | 0.3% | |
| MFS Value Fund - Class R6 | Mutual Funds | — | — | $61K | 0.3% | |
| Vanguard Mid-Cap Index Fund - Admiral Shares | Common Collective Trusts | — | — | $60K | 0.3% | |
| Participant Loans - 6.25% - 9.50%, various maturites through 2028 - $ | Bonds / Notes | — | — | $53K | 0.3% | |
| PIMCO Income Fund - Institutional Class | Mutual Funds | — | — | $43K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund - Adm Shares | Common Collective Trusts | — | — | $31K | 0.2% | |
| American Funds SMALLCAP World Fund - Class R6 | Mutual Funds | — | — | $21K | 0.1% | |
| Vanguard Small-Cap Value Index Fund - Adm Shares | Common Collective Trusts | — | — | $18K | 0.1% | |
| Vanguard Small-Cap Growth Index Fund - Adm Shares | Common Collective Trusts | — | — | $18K | <0.1% | |
| American Funds New World Fund - Class R6 | Mutual Funds | — | — | $16K | <0.1% | |
| Voya Government Money Market Fund - Class A | Cash / Money Market | — | — | $1K | <0.1% |
