· 2022–2024 · DOL EFAST2

SOUTH FLORIDA SYMPHONY ORCHESTRA — SOUTH FLORIDA SYMPHONY ORCHESTRA INC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250721054249NAL0002861346001

SOUTH FLORIDA SYMPHONY ORCHESTRA

Form 5500-SF

FILING_RECEIVED

SOUTH FLORIDA SYMPHONY ORCHESTRA INC 401(K) PLAN

401(k) retirement plan

Active participants

10

Accounts w/ balance

10

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SOUTH FLORIDA SYMPHONY ORCHESTRA

EIN

65-0846695all filings

Address

2201 WILTON DR · STE 12 · WILTON MANORS, FL · 33305

Phone

(954) 594-9328

Industry

Arts, Entertainment, Recreationsee all

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

METROPOLITAN YOUTH SYMPHONY

METROPOLITAN YOUTH SYMPHONY 401(K) RETIREMENT PLAN

$135K · 6 participants

INSPIRE ACADEMY OF DANCE

INSPIRE ACADEMY OF DANCE 401(K) PLAN

$135K · 13 participants

ORIGINAL MUSIC WORKSHOP, INC.

ORIGINAL MUSIC WORKSHOP, INC. 401(K) PLAN

$135K · 12 participants

BOB BAKER MARIONETTE THEATER

BOB BAKER MARIONETTE THEATER 401(K) PLAN

$136K · 45 participants

CAPS VISUAL COMMUNICATIONS, LLC

CLUTCH STUDIOS UNION RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.