Original filing (PDF)20250612132719NAL0027385440001

TOLEDO ORCHESTRA ASSOCIATION, INC.

Name: TOLEDO ORCHESTRA ASSOCIATION, INC. — TOLEDO ALLIANCE FOR THE PERFORMING ARTS RETIREMENT PLAN, Form 5500 (2023)
Creator: TOLEDO ORCHESTRA ASSOCIATION, INC.

Form 5500-SF

FILING_RECEIVED

TOLEDO ALLIANCE FOR THE PERFORMING ARTS RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOLEDO ORCHESTRA ASSOCIATION, INC..

Plan sponsor

Name

TOLEDO ORCHESTRA ASSOCIATION, INC.

EIN

34-4005365

Address

PO BOX 407 · TOLEDO, OH · 43697

Phone

(419) 418-0035

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-12

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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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