Original filing (PDF)20241030144336NAL0000431059001

WISCONSIN YOUTH SYMPHONY ORCHESTRA, INC.

Name: WISCONSIN YOUTH SYMPHONY ORCHESTRA, INC. — WISCONSIN YOUTH SYMPHONY ORCHESTRA, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: WISCONSIN YOUTH SYMPHONY ORCHESTRA, INC.

Form 5500-SF

FILING_RECEIVED

WISCONSIN YOUTH SYMPHONY ORCHESTRA, INC. RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WISCONSIN YOUTH SYMPHONY ORCHESTRA, INC.

EIN

39-6101087

Address

PO BOX 258039 · MADISON, WI · 53725

Phone

(608) 263-3320

Industry

Arts, Entertainment, Recreationsee all

Plan administrator