SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION — 403(B) THRIFT PLAN FOR EMPLOYEES OF SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION, Form 5500 (2024) | Form 5500 Search
403(B) THRIFT PLAN FOR EMPLOYEES OF SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION
401(k) retirement plan
Active participants
7
Accounts w/ balance
15
Plan assets (EOY)
$552K
Net assets (EOY)
$552K
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
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION.
Plan sponsor
Name
SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION
EIN
95-2104089
Address
1330 STATE ST STE 102 · SANTA BARBARA, CA · 931012680
