How big is Utah Symphony and Opera's plan?

Utah Symphony and Opera's plan reported $6.8M in assets and 124 participants for 2024.

Original filing (PDF)20260114112210NAL0029999874001

Utah Symphony and Opera

Name: Utah Symphony and Opera — Utah Symphony/Utah Opera, Form 5500 (2024)
Creator: Utah Symphony and Opera
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utah Symphony/Utah Opera 401(k) Plan

401(k) retirement plan · Utah Symphony and Opera's Utah Symphony/Utah Opera 401(k) Plan held $6.8M in plan assets for 124 participants in 2024.

Signals · 1

No auditor on file

Active participants

124

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Steven Hogan signed Utah Symphony and Opera's 2024 Form 5500 as plan administrator.

Steven Hogan — Plan Administrator — Form 5500 signer
Steve Hogan — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Utah Symphony and Opera's EIN is 51-0145980.

EIN 51-0145980

Plan number 002

Plan year 2024

ACK ID 20260114112210NAL0029999874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Utah Symphony and Opera from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Utah Symphony and Opera's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTAH SYMPHONY AND OPERA.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

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