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KALAMAZOO SYMPHONY ORCHESTRA — KALAMAZOO SYMPHONY ORCHESTRA 403(B) TDA PLAN PLAN 356274, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250328150010NAL0002318562001
KALAMAZOO SYMPHONY ORCHESTRA
Form 5500-SF
FILING_RECEIVED
KALAMAZOO SYMPHONY ORCHESTRA 403(B) TDA PLAN PLAN 356274
403(b) retirement plan
Active participants
14
Accounts w/ balance
18
Plan assets (EOY)
$249K
Net assets (EOY)
$249K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KALAMAZOO SYMPHONY ORCHESTRA
.
Find decision makers
Plan sponsor
Name
KALAMAZOO SYMPHONY ORCHESTRA
EIN
38-6005710
Address
359 SOUTH KALAMAZOO MALL SUITE 100 · KALAMAZOO, MI · 49007
Phone
(269) 349-7759
Industry
Arts, Entertainment, Recreation
see 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
2025-03-28
Pension benefit codes
2M · 403(b)(7) custodial accounts
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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STEM FROM DANCE
STEM FROM DANCE 401(K) PLAN
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Helping the score
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