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SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION — SAN DIEGO SYMPHONY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010184052NAL0013667872001
SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
Form 5500-SF
FILING_RECEIVED
SAN DIEGO SYMPHONY 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
151
Accounts w/ balance
111
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
.
Find decision makers
Plan sponsor
Name
SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
EIN
95-2040874
Address
1245 7TH AVENUE, · SAN DIEGO, CA · 92101
Phone
(760) 489-0348
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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PATTI'S ALL AMERICAN GYMNASTICS, INC. 401(K) PLAN
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SOCAPA 401(K) PROFIT SHARING PLAN
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ARVADA CENTER FOR THE ARTS AND HUM
ARVADA CENTER FOR THE ARTS AND HUMANITIES 401(K) PLAN
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CONNECTION III ENTERTAINMENT CORP.
100
Knocking points off
No independent qualified public accountant (IQPA) named.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CONNECTION III ENTERTAINMENT CORP 401 (K) PROFIT SHARING PLAN
$5.2M · 9 participants
GILMORE ENTERTAINMENT GROUP
GILMORE ENTERTAINMENT GROUP, LLC 401(K) PLAN
$5.1M · 64 participants
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