How big is Charlotte Symphony Orchestra Society, Inc.'s plan?

Charlotte Symphony Orchestra Society, Inc.'s plan reported $4.6M in assets and 150 participants for 2024.

Original filing (PDF)20251105140723NAL0022707682001

Charlotte Symphony Orchestra Society, Inc.

Name: Charlotte Symphony Orchestra Society, Inc. — Form 5500 Plan 001 (2024)
Creator: Charlotte Symphony Orchestra Society, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte Symphony Orchestra Society, Inc. Pension Plan

403(b) retirement plan · Charlotte Symphony Orchestra Society, Inc.'s Charlotte Symphony Orchestra Society, Inc. Pension Plan held $4.6M in plan assets for 150 participants in 2024.

Signals · 1

No auditor on file

Active participants

150

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

David J. L. FISK signed Charlotte Symphony Orchestra Society, Inc.'s 2024 Form 5500 as plan administrator.

David J. L. FISK — 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

Charlotte Symphony Orchestra Society, Inc.'s EIN is 56-6011568.

EIN 56-6011568

Plan number 001

Plan year 2024

ACK ID 20251105140723NAL0022707682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlotte Symphony Orchestra Society, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlotte Symphony Orchestra Society, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.

Decision-maker contacts

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

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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 (2nd percentile).

Helping the score