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TUCSON SYMPHONY SOCIETY — TUCSON SYMPHONY ORCHESTRA 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251230122012NAL0030159776001
TUCSON SYMPHONY SOCIETY
Form 5500-SF
FILING_RECEIVED
TUCSON SYMPHONY ORCHESTRA 403(B) PLAN
403(b) retirement plan
Active participants
91
Accounts w/ balance
61
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
86
/ 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
100
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
TUCSON SYMPHONY SOCIETY
.
Find decision makers
Plan sponsor
Name
TUCSON SYMPHONY SOCIETY
DBA
TUCSON SYMPHONY ORCHESTRA
EIN
86-0107538
Address
2175 N 6TH AVE · TUCSON, AZ · 85705
Phone
(620) 620-9170
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2025-12-30
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
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
67% balance-to-active ratio — below typical for a healthy 401(k).
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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