Original filing (PDF)20260205095700NAL0004992417001

FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION, INC

Name: FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION, INC — FORT WORTH SYMPHONY ORCHESTRA 401(K) PLAN & TRUST, Form 5500 (2023)
Creator: FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION, INC

Form 5500-SF

FILING_RECEIVED

FORT WORTH SYMPHONY ORCHESTRA 401(K) PLAN & TRUST

401(k) retirement plan

Signals · 2

Late filing · 7.6 moNo auditor on file

Active participants

268

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade C

Average plan with room to improve

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION, INC.

Plan sponsor

Name

FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION, INC

EIN

75-6004761

Address

330 E 4TH STREET SUITE 200 · FORT WORTH, TX · 76102

Phone

(817) 665-6502

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2026-02-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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