· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERKELEY YOUTH ORCHESTRA — BERKELEY YOUTH ORCHESTRA 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241002124300NAL0004014595001
BERKELEY YOUTH ORCHESTRA
Form 5500-SF
FILING_RECEIVED
BERKELEY YOUTH ORCHESTRA 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
BERKELEY YOUTH ORCHESTRA
.
Find decision makers
Plan sponsor
Name
BERKELEY YOUTH ORCHESTRA
EIN
94-2270463
Address
1442 A WALNUT ST. #449 · BERKELEY, CA · 94709
Phone
(312) 286-2895
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Name
SAVEDAY, INC
EIN
47-4977095
City
AUSTIN, TX
Phone
(650) 684-7283
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-02
Pension benefit codes
2T · Default investment account (QDIA)
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed 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
Related plans
Similar-size Arts, Entertainment, Recreation plans
PRECISION DANCE
PRECISION DANCE 401(K) PLAN
$0
FULTON STREET MUSIC GROUP LLC
FULTON STREET MUSIC GROUP 401K
$0
MATT SWEENEY SPECIAL EFFECTS, INC.
MATT SWEENEY SPECIAL EFFECTS, INC. 401(K) PROFIT SHARING PLAN
$0
RAQUEL WELCH PRODUCTIONS, INC.
RAQUEL WELCH PRODUCTIONS, INC. PROFIT SHARING PLAN
$0
MONDAY MAGIC
MONDAY MAGIC 401(K) PLAN
$0
100
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.
STUART'S OPERA HOUSE
STUART'S OPERA HOUSE SOCA BENEFIT PLAN
$0
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
