Original filing (PDF)20250708080635NAL0010664002001

Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra

Name: Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra — Form 5500 Plan 001 (2024)
Creator: Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra

Defined-contribution retirement plan · Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra's 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra held $10.3M in plan assets for 191 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

13% employer stock

Active participants

191

Accounts w/ balance

211

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

People on this filing

Cathy Wilson signed Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra's 2024 Form 5500 as plan administrator.

Cathy Wilson — 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

Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra's EIN is 59-2603081.

EIN 59-2603081

Plan number 001

Plan year 2024

ACK ID 20250708080635NAL0010664002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra's plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA.

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How this plan invests

This plan

1 pooled trust

Schedule D

49 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA

EIN

all filings

Address

709 N TAMIAMI TRL · SARASOTA, FL · 342364047

Phone

(941) 953-4252

Industry

Other Services (ex. Public Admin)

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

2025-07-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

49 direct securities · 1 pooled fund· $19.9M(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.

Pooled Separate Account

$10.0M

1 holding

Pooled Separate Accounts

$8.3M

44 holdings

Common Stocks

$1.3M

4 holdings

Other securities

$268K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$10.0M	97.4%
Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.3M	12.4%
Fidelity VIP Contrafund Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$1.0M	9.9%
2035 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$931K	9.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stocks	—	—	$763K	7.4%
Mid-Cap Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$647K	6.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stocks	—	—	$559K	5.4%
2030 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$495K	4.8%
2025 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$396K	3.9%
2050 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$381K	3.7%
DWS Capital Growth VIP Pooled Separate Account	Pooled Separate Accounts	—	—	$360K	3.5%
2055 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$275K	2.7%
Interest Accumulation Account General Account	Other securities	—	—	$268K	2.6%
T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$211K	2.1%
Calvert VP SRI Balanced Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$178K	1.7%
2060 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$175K	1.7%
Small Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$174K	1.7%
American Century Investments VP Capital Appreciation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$173K	1.7%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$143K	1.4%
2020 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$139K	1.4%
Small Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$133K	1.3%
Retirement Income Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$131K	1.3%
Aggressive Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$129K	1.3%
Core Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$127K	1.2%
Conservative Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$103K	1.0%
Fidelity VIP Mid Cap Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$83K	0.8%
Mid Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$62K	0.6%
Moderate Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$61K	0.6%
Fidelity VIP Equity-Income Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$61K	0.6%
Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$52K	0.5%
All America Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$49K	0.5%
American Funds Insurance Series New World Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$49K	0.5%
Small Cap Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$44K	0.4%
Invesco V.I. Main Street Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$41K	0.4%
Balanced Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$37K	0.4%
Vanguard VIF Total Bond Market Index Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$35K	0.3%
2065 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$34K	0.3%
Vanguard VIF Real Estate Index Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.2%
Goldman Sachs VIT Small Cap Equity Insights Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.1%
Intermediate Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$14K	0.1%
Fidelity VIP Asset Manager Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	0.1%
2015 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund	Common Stocks	—	—	$8K	<0.1%
Victory RS Small Cap Growth Equity VIP Series Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	<0.1%
Neuberger Berman AMT Sustainable Equity Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
PIMCO VIT Real Return Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
MFS VIT III Mid Cap Value Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Delaware VIP Small Cap Value Series Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
International Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA International Fund	Common Stocks	—	—	$2K	<0.1%