Original filing (PDF)20251014111508NAL0001290451002

THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC.

Name: THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC. — THE PHILADELPHIA ORCHESTRA & KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC.

Form 5500

FILING_RECEIVED

THE PHILADELPHIA ORCHESTRA & KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

319

Accounts w/ balance

448

Plan assets (EOY)

$29.7M

Net assets (EOY)

$29.7M

How this plan invests

This plan

67 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC..

Plan sponsor

Name

THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC.

EIN

87-4303823

Address

ONE SOUTH BROAD STREET 14TH FLOOR · PHILADELPHIA, PA · 19107

Phone

(215) 893-1985

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Name

PHILADELPHIA ORCHESTRA ASSOCIATION

EIN

23-1352289

City

PHILADELPHIA, PA

Phone

(215) 893-1900

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2M · 403(b)(7) custodial accounts

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

MILLIGAN & COMPANY, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

67 direct securities· $29.4M(99% of reported assets)

Other securities

$26.2M

65 holdings

Cash / Money Market

$3.2M

2 holdings

					% of plan
Vanguard 500 Index Fund Admiral Shares	Other securities	—	—	$5.2M	17.5%
Vanguard Cash Reserves Federal Money	Cash / Money Market	—	—	$3.0M	10.2%
Vanguard Total Stock Market Index Fund A	Other securities	—	—	$2.7M	9.1%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$2.0M	6.7%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$1.6M	5.3%
Vanguard Target Retirement 2040 Fund	Other securities	—	—	$1.5M	5.1%
Vanguard Target Retirement 2045 Fund	Other securities	—	—	$1.3M	4.4%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$1.2M	4.1%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$996K	3.3%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$879K	3.0%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$672K	2.3%
Vanguard Energy Fund Admiral Shares	Other securities	—	—	$670K	2.3%
Vanguard Wellington Fund Admiral Shares	Other securities	—	—	$623K	2.1%
Vanguard Growth Index Fund Admiral Shares	Other securities	—	—	$540K	1.8%
Vanguard Balanced Index Fund Admiral Shares	Other securities	—	—	$487K	1.6%
Vanguard Total Bond Market Index Fund Admiral	Other securities	—	—	$478K	1.6%
Vanguard Health Care Fund Admiral Shares	Other securities	—	—	$425K	1.4%
Vanguard U.S. Growth Fund Admiral Shares	Other securities	—	—	$384K	1.3%
Vanguard Capital Opportunity Fund Admiral	Other securities	—	—	$369K	1.2%
Vanguard Total International Stock Index	Other securities	—	—	$345K	1.2%
Vanguard Lifestrategy Moderate Growth Fund	Other securities	—	—	$251K	0.8%
Vanguard Dividend Growth Fund	Other securities	—	—	$239K	0.8%
Vanguard Small-Cap Growth Index Fund Admiral	Other securities	—	—	$237K	0.8%
Vanguard Wellesley Income Fund Admiral Shares	Other securities	—	—	$232K	0.8%
Vanguard International Growth Fund Admiral	Other securities	—	—	$206K	0.7%
Vanguard Federal Money Market Fund	Cash / Money Market	—	—	$197K	0.7%
Vanguard Mid-Cap Index Fund Admiral	Other securities	—	—	$186K	0.6%
Vanguard Short-Term Investment-Grade Fund	Other securities	—	—	$160K	0.5%
Vanguard Strategic Equity Fund	Other securities	—	—	$152K	0.5%
Vanguard Target Retirement 2020 Fund	Other securities	—	—	$146K	0.5%
Vanguard High Dividend Yield Index - Adm	Other securities	—	—	$145K	0.5%
Vanguard Mid-Cap Growth Fund	Other securities	—	—	$141K	0.5%
Vanguard Target Retirement 2065 Fund	Other securities	—	—	$130K	0.4%
Vanguard Selected Value Fund	Other securities	—	—	$123K	0.4%
Vanguard Intermediate-Term Investment-Grade	Other securities	—	—	$120K	0.4%
Vanguard Explorer Fund Admiral Shares	Other securities	—	—	$98K	0.3%
Vanguard Extended Market Index Fund Admiral	Other securities	—	—	$92K	0.3%
Vanguard Windsor II Fund Admiral Shares	Other securities	—	—	$91K	0.3%
Vanguard Diversified Equity Fund	Other securities	—	—	$83K	0.3%
Vanguard Emerging Markets Stock Index Fund	Other securities	—	—	$82K	0.3%
Vanguard Value Index Fund Admiral Shares	Other securities	—	—	$81K	0.3%
Vanguard Developed Markets Index Fund Admiral	Other securities	—	—	$64K	0.2%
Vanguard Global Capital Cycles	Other securities	—	—	$59K	0.2%
Vanguard Intermediate-Term Bond Index Fund	Other securities	—	—	$59K	0.2%
Vanguard Large-Cap Index Fund Admiral Shares	Other securities	—	—	$58K	0.2%
Vanguard Core Bond Fund Admiral Shares	Other securities	—	—	$58K	0.2%
Vanguard High-Yield Corporate Fund Admiral	Other securities	—	—	$55K	0.2%
Vanguard Pacific Stock Index Fund Admiral 712 * Vanguard Real Estate Index - Admiral	Other securities	—	—	$54K	0.2%
Vanguard Windsor Fund Investor Shares	Other securities	—	—	$51K	0.2%
Vanguard Emerging Markets Select Stock Fund	Other securities	—	—	$45K	0.2%