How big is Houston Symphony Society's plan?

Houston Symphony Society's plan reported $4.1M in assets and 57 participants for 2024.

Original filing (PDF)20260302143932NAL0003278450001

Houston Symphony Society

Name: Houston Symphony Society — Houston Symphony Society, Form 5500 (2024)
Creator: Houston Symphony Society
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Houston Symphony Society Staff 401(k) Plan

401(k) retirement plan · Houston Symphony Society's Houston Symphony Society Staff 401(k) Plan held $4.1M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Morgana Rickard signed Houston Symphony Society's 2024 Form 5500 as plan administrator.

Morgana Rickard — 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

Houston Symphony Society's EIN is 74-1157373.

EIN 74-1157373

Plan number 007

Plan year 2024

ACK ID 20260302143932NAL0003278450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Houston Symphony Society from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Houston Symphony Society's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

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