Original filing (PDF)20250912164635NAL0004063234001

Los Angeles Philharmonic Association

Name: Los Angeles Philharmonic Association — Los Angeles, Form 5500 (2024)
Creator: Los Angeles Philharmonic Association
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Los Angeles Philharmonic Association Voluntary 403(b) Plan

403(b) retirement plan · Los Angeles Philharmonic Association's Los Angeles Philharmonic Association Voluntary 403(b) Plan held $92.2M in plan assets for 1,548 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,548

Accounts w/ balance

424

Plan assets (EOY)

$92.2M

Net assets (EOY)

$92.2M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOS ANGELES PHILHARMONIC ASSOCIATION.

Plan sponsor

Name

LOS ANGELES PHILHARMONIC ASSOCIATION

EIN

95-1696734all filings

Address

151 SOUTH GRAND AVENUE · LOS ANGELES, CA · 90012

Phone

(213) 972-7300

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2T · Default investment account (QDIA)

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

GREEN HASSON JANKS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$28K	—

Investments

27 direct securities· $83.8M(91% of reported assets)

Mutual Funds

$67.4M

20 holdings

Common Collective Trusts

$11.2M

1 holding

Other securities

$3.8M

5 holdings

Common Stocks

$1.3M

1 holding

					% of plan
Fidelity Contrafund K6	Mutual Funds	—	—	$12.3M	13.4%
Fidelity 500 Index PR	Common Collective Trusts	—	—	$11.2M	12.2%
Fidelity Freedom K6 2040	Mutual Funds	—	—	$10.8M	11.7%
Fidelity Freedom K6 2035	Mutual Funds	—	—	$9.0M	9.8%
Fidelity Freedom K6 2030	Mutual Funds	—	—	$6.8M	7.3%
Fidelity Freedom K6 2025	Mutual Funds	—	—	$5.8M	6.3%
Fidelity Freedom K6 2050	Mutual Funds	—	—	$5.2M	5.6%
Fidelity Freedom K6 2045	Mutual Funds	—	—	$5.0M	5.5%
Fidelity Freedom K6 2055	Mutual Funds	—	—	$2.6M	2.8%
Fidelity Freedom K6 2020	Mutual Funds	—	—	$1.6M	1.8%
Fidelity Government K6 Money Market Fund	Mutual Funds	—	—	$1.5M	1.7%
Fidelity Freedom K6 2060	Mutual Funds	—	—	$1.5M	1.6%
Principal Life Insurance Company Guaranteed Interest Contract	Common Stocks	—	—	$1.3M	1.4%
T Rowe Price TRP Equity Income	Mutual Funds	—	—	$1.3M	1.4%
Fidelity Low Priced Stock K6	Mutual Funds	—	—	$1.3M	1.4%
Blackrock Global Allocation K	Other securities	—	—	$1.2M	1.3%
Massachusetts Investors Trust MFS MA INV TRUST R6	Mutual Funds	—	—	$960K	1.0%
Metwest Funds Metwest Tot Rtn BD P	Other securities	—	—	$895K	1.0%
American Funds AF Europac Growth R6	Mutual Funds	—	—	$862K	0.9%
Northern Trust Northern SM Cap Index	Other securities	—	—	$787K	0.9%
maturing at various dates through May 2037	Other securities	—	—	$506K	0.5%
Northern Mid Cap Index	Other securities	—	—	$447K	0.5%
PIMCO Low Duration Inst	Mutual Funds	—	—	$365K	0.4%
Fidelity Freedom K6 2015	Mutual Funds	—	—	$142K	0.2%
Fidelity Freedom K6 Inc	Mutual Funds	—	—	$139K	0.2%
Fidelity Freedom K6 2065	Mutual Funds	—	—	$105K	0.1%
Fidelity Freedom K6 2010	Mutual Funds	—	—	$71K	<0.1%