Original filing (PDF)20250814160437NAL0022395330001

North Carolina Symphony Society

Name: North Carolina Symphony Society — North Carolina, Form 5500 (2024)
Creator: North Carolina Symphony Society
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

North Carolina Symphony Society DC Plan

403(b) retirement plan · North Carolina Symphony Society's North Carolina Symphony Society DC Plan covered 81 participants in 2024, with TIAA as recordkeeper.

Active participants

Accounts w/ balance

125

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

NORTH CAROLINA SYMPHONY SOCIETY

EIN

56-0556755all filings

Address

3700 GLENWOOD AVENUE · SUITE 130 · RALEIGH, NC · 276125530

Phone

(919) 733-2750

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	—	$10K	—

Investments

1 pooled fund· $269K

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.