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CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION — CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250429161013NAL0000445123001
CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION
Form 5500-SF
FILING_RECEIVED
CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 0.4 mo
Active participants
17
Accounts w/ balance
62
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
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
CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION
.
Find decision makers
Plan sponsor
Name
CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION
EIN
62-6002098
Address
620 LINDSAY STREET, STE. 210 · CHATTANOOGA, TN · 37403
Phone
(423) 267-8583
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-06-01
Tax period
2024-05-31
Filed
2025-04-29
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 0.4 months past the 10.5-month grace window.
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.
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