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SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION — SAN DIEGO SYMPHONY 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010184300NAL0008095809001
SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
Form 5500-SF
FILING_RECEIVED
SAN DIEGO SYMPHONY 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
259
Accounts w/ balance
74
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
Plan health score (directional)
72
/ 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
(619) 235-0800
Industry
Arts, Entertainment, Recreation
see all
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
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.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.8M · 73 participants
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