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CHARLOTTE SYMPHONY ORCHESTRA SOCIETY, INC. — CHARLOTTE SYMPHONY ORCHESTRA SOCIETY, INC. PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251105140723NAL0022707682001
CHARLOTTE SYMPHONY ORCHESTRA SOCIETY, INC.
Form 5500-SF
FILING_RECEIVED
CHARLOTTE SYMPHONY ORCHESTRA SOCIETY, INC. PENSION PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
150
Accounts w/ balance
43
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARLOTTE SYMPHONY ORCHESTRA SOCIETY, INC.
.
Find decision makers
Plan sponsor
Name
CHARLOTTE SYMPHONY ORCHESTRA SOCIETY, INC.
EIN
56-6011568
Address
128 S TRYON STREET · SUITE 350 · CHARLOTTE, NC · 28202
Phone
(704) 714-5111
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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