How big is Fort Worth Symphony Orchestra Association, Inc.'s plan?

Fort Worth Symphony Orchestra Association, Inc.'s plan reported $1.7M in assets and 268 participants for 2023.

Original filing (PDF)20260205095700NAL0004992417001

Fort Worth Symphony Orchestra Association, Inc.

Name: Fort Worth Symphony Orchestra Association, Inc. — Form 5500 Plan 001 (2023)
Creator: Fort Worth Symphony Orchestra Association, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fort Worth Symphony Orchestra 401(k) Plan & Trust

401(k) retirement plan · Fort Worth Symphony Orchestra Association, Inc.'s Fort Worth Symphony Orchestra 401(k) Plan & Trust held $1.7M in plan assets for 268 participants in 2023.

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 identifiers

Fort Worth Symphony Orchestra Association, Inc.'s EIN is 75-6004761.

EIN 75-6004761

Plan number 001

Plan year 2023

ACK ID 20260205095700NAL0004992417001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fort Worth Symphony Orchestra Association, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fort Worth Symphony Orchestra Association, Inc.'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 FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION, INC.

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Plan health score

Below-average — multiple flags

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 7.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score