Original filing (PDF)20260128135159NAL0004592240001

MILWAUKEE SYMPHONY ORCHESTRA, INC.

Name: MILWAUKEE SYMPHONY ORCHESTRA, INC. — MILWAUKEE SYMPHONY ORCHESTRA STAFF EMPLOYEES RETIREMENT PLAN, Form 5500 (2024)
Creator: MILWAUKEE SYMPHONY ORCHESTRA, INC.

Form 5500-SF

FILING_RECEIVED

MILWAUKEE SYMPHONY ORCHESTRA STAFF EMPLOYEES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 MILWAUKEE SYMPHONY ORCHESTRA, INC..

Plan sponsor

Name

MILWAUKEE SYMPHONY ORCHESTRA, INC.

EIN

39-6023436

Address

212 W WISCONSIN AVE · MILWAUKEE, WI · 532032307

Phone

(414) 291-6010

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-01-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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