How big is Milwaukee Youth Symphony Orchestra, Inc. 403(b)'s plan?

Milwaukee Youth Symphony Orchestra, Inc. 403(b)'s plan reported $1.5M in assets and 11 participants for 2024.

Original filing (PDF)20250506111728NAL0008921073001

Milwaukee Youth Symphony Orchestra, Inc. 403(b)

Name: Milwaukee Youth Symphony Orchestra, Inc. 403(b) — Form 5500 (2024)
Creator: Milwaukee Youth Symphony Orchestra, Inc. 403(b)
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Milwaukee Youth Symphony Orchestra, Inc. 403(b) held $1.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

TARA Kozik signed Milwaukee Youth Symphony Orchestra, Inc. 403(b)'s 2024 Form 5500 as plan administrator.

TARA Kozik — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Milwaukee Youth Symphony Orchestra, Inc. 403(b)'s EIN is 39-0973594.

EIN 39-0973594

Plan number 001

Plan year 2024

ACK ID 20250506111728NAL0008921073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milwaukee Youth Symphony Orchestra, Inc. 403(b) from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milwaukee Youth Symphony Orchestra, Inc. 403(b)'s plan includes a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILWAUKEE YOUTH SYMPHONY ORCHESTRA, INC. 403(B).

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

MILWAUKEE YOUTH SYMPHONY ORCHESTRA, INC. 403(B)

DBA

MYSO

EIN

all filings

Address

325 W WALNUT ST · MILWAUKEE, WI · 532123868

Phone

(414) 267-2925

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