How big is Santa ROSA Symphony Association's plan?

Santa ROSA Symphony Association's plan reported $2.4M in assets and 14 participants for 2024.

Original filing (PDF)20260127133511NAL0002919971001

Santa ROSA Symphony Association

Name: Santa ROSA Symphony Association — Santa ROSA, Form 5500 (2024)
Creator: Santa ROSA Symphony Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa ROSA Symphony 401(k) Plan

401(k) retirement plan · Santa ROSA Symphony Association's Santa ROSA Symphony 401(k) Plan held $2.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Andrew Bradford signed Santa ROSA Symphony Association's 2024 Form 5500 as plan administrator.

Andrew Bradford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Santa ROSA Symphony Association's EIN is 94-6134075.

EIN 94-6134075

Plan number 001

Plan year 2024

ACK ID 20260127133511NAL0002919971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Santa ROSA Symphony Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Santa ROSA Symphony Association'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 SANTA ROSA SYMPHONY ASSOCIATION.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

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