How big is Minnesota Orchestral Association's plan?

Minnesota Orchestral Association's plan reported $14.3M in assets and 258 participants for 2024.

Original filing (PDF)20250926150400NAL0013958642001

Minnesota Orchestral Association

Name: Minnesota Orchestral Association — Minnesota, Form 5500 (2024)
Creator: Minnesota Orchestral Association
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Minnesota Orchestral Association Defined Contribution Retirement Plan

401(k) retirement plan · Minnesota Orchestral Association's Minnesota Orchestral Association Defined Contribution Retirement Plan held $14.3M in plan assets for 258 participants in 2024.

Active participants

258

Accounts w/ balance

401

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

People on this filing

Ivan Winship signed Minnesota Orchestral Association's 2024 Form 5500 as plan administrator.

Ivan Winship — 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

Minnesota Orchestral Association's EIN is 41-0693875.

EIN 41-0693875

Plan number 003

Plan year 2024

ACK ID 20250926150400NAL0013958642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Minnesota Orchestral Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Minnesota Orchestral Association's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MINNESOTA ORCHESTRAL ASSOCIATION.

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How this plan invests

This plan

2 pooled trusts

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MINNESOTA ORCHESTRAL ASSOCIATION

EIN

all filings

Address

1111 NICOLLET MALL · MINNEAPOLIS, MN · 55403

Phone

(612) 371-5600

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RETIREMENT PLAN SERVI	—	BALTIMORE, MD	NONE	$19K	—
WILLIAMS GROUP	—	PALM BEACH GARDENS, FL	NONE	$6K	—

Investments

42 direct securities · 2 pooled funds· $14.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$10.1M

21 holdings

Mutual Funds

$2.7M

17 holdings

Common Collective Trusts

$657K

3 holdings

Common Collective Trust

$574K

1 holding

Pooled Separate Account

$90K

1 holding

Bonds / Notes

$47K

1 holding

					% of plan
T. Rowe Price T. Rowe Price Target 2030	Other securities	—	—	$3.5M	24.7%
T. Rowe Price T. Rowe Price Target 2025	Other securities	—	—	$1.6M	11.4%
T. Rowe Price T. Rowe Price Target 2023	Other securities	—	—	$1.3M	9.4%
T. Rowe Price T. Rowe Price Target 2040	Other securities	—	—	$1.1M	7.5%
T. Rowe Price T. Rowe Price Target 2050	Other securities	—	—	$708K	5.0%
CREF Growth Fund	Mutual Funds	—	—	$678K	4.8%
TIAA Traditional Annuity Account	Mutual Funds	—	—	$597K	4.2%
CREF Stock Fund	Mutual Funds	—	—	$597K	4.2%
T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$574K	4.0%
T. Rowe Price T. Rowe Price Target 2055	Other securities	—	—	$510K	3.6%
T. Rowe Price T. Rowe Price Target 2045	Other securities	—	—	$461K	3.2%
Ishares S&P 500 Index K	Common Collective Trusts	—	—	$379K	2.7%
T. Rowe Price T. Rowe Price Target 2065	Other securities	—	—	$351K	2.5%
CREF Equity Index Fund	Common Collective Trusts	—	—	$267K	1.9%
JPMorgan Large-Cap Growth Fund Class R6	Other securities	—	—	$174K	1.2%
CREF Global Equities Fund	Mutual Funds	—	—	$163K	1.1%
T. Rowe Price T. Rowe Price Target 2060	Other securities	—	—	$154K	1.1%
CREF Social Choice Fund	Mutual Funds	—	—	$141K	1.0%
TIAA-CREF Large-Cap Growth Inst.	Mutual Funds	—	—	$93K	0.7%
Janus Henderson Janus Henderson Global Tech & Innovation	Mutual Funds	—	—	$92K	0.6%
TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$90K	0.6%
CREF Money Market Fund	Mutual Funds	—	—	$81K	0.6%
Fidelity Large Cap Value Index	Mutual Funds	—	—	$59K	0.4%
Participants Participant Loans, Interest Rates 5.25% - 9.50% -	Bonds / Notes	—	—	$47K	0.3%
T. Rowe Price T. Rowe Price Target 2010	Other securities	—	—	$43K	0.3%
Dodge & Cox Dodge & Cox Stock Fund I	Mutual Funds	—	—	$41K	0.3%
American Funds American Funds Bond Fund of Maer R6	Mutual Funds	—	—	$41K	0.3%
CREF Bond Market Fund	Mutual Funds	—	—	$39K	0.3%
Fidelity Select Medical Tech & Devices 19 MFS New Discovery R6	Mutual Funds	—	—	$33K	0.2%
T. Rowe Price T. Rowe Price Target 2020	Other securities	—	—	$33K	0.2%
ClearBridge International Growth	Other securities	—	—	$31K	0.2%
CREF Inflation Linked Bond Account Fund	Mutual Funds	—	—	$31K	0.2%
JPMorgan Mid-Cap Growth R6	Other securities	—	—	$28K	0.2%
MFS Mid Cap Value R6	Mutual Funds	—	—	$28K	0.2%
American Century American Century Small Cap Value	Other securities	—	—	$24K	0.2%
American Funds American Funds New World R6	Mutual Funds	—	—	$23K	0.2%
PGIM Quant Solutions Intl Equity Fund	Other securities	—	—	$19K	0.1%
T. Rowe Price T. Rowe Price Target 2015	Other securities	—	—	$16K	0.1%
JPMorgan Equity Income	Other securities	—	—	$15K	0.1%
T. Rowe Price T. Rowe Price Target 2005	Other securities	—	—	$13K	<0.1%
Vanguard Mid-Cap Growth Index Fund	Common Collective Trusts	—	—	$11K	<0.1%
Victory High Yield	Other securities	—	—	$10K	<0.1%
Cohen & Steers Cohen & Steers Inst. Realty Shares	Other securities	—	—	$9K	<0.1%
Templeton Developing Markets	Mutual Funds	—	—	$5K	<0.1%