Back to filter
Original filing (PDF)20250516163834NAL0046825986001
NASHVILLE SYMPHONY ASSOCIATION
Form 5500
FILING_RECEIVED
NASHVILLE SYMPHONY ASSOCIATION RETIREMENT PLAN
403(b) retirement plan
Active participants
236
Accounts w/ balance
132
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
Plan health score (directional)
83
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 50 bps in Schedule C fees — 74% above peer band of 29 bps.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NASHVILLE SYMPHONY ASSOCIATION.
Plan sponsor
Name
NASHVILLE SYMPHONY ASSOCIATION
EIN
62-0550979
Address
ONE SYMPHONY PLACE · NASHVILLE, TN · 37201
Phone
(615) 687-6500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-16
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.