How big is Santa Barbara Symphony Orchestra Association's plan?

Santa Barbara Symphony Orchestra Association's plan reported $552K in assets and 7 participants for 2024.

Original filing (PDF)20260210113516NAL0002144641001

Santa Barbara Symphony Orchestra Association

Name: Santa Barbara Symphony Orchestra Association — Form 5500 Plan 001 (2024)
Creator: Santa Barbara Symphony Orchestra Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Santa Barbara Symphony Orchestra Association

401(k) retirement plan · Santa Barbara Symphony Orchestra Association's 403(b) Thrift Plan for Employees of Santa Barbara Symphony Orchestra Association held $552K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

People on this filing

Natasha Miller ZAHN signed Santa Barbara Symphony Orchestra Association's 2024 Form 5500 as plan administrator.

Natasha Miller ZAHN — 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 Barbara Symphony Orchestra Association's EIN is 95-2104089.

EIN 95-2104089

Plan number 001

Plan year 2024

ACK ID 20260210113516NAL0002144641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Santa Barbara Symphony Orchestra Association's plan includes a 401(k) feature, profit-sharing, 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 BARBARA SYMPHONY ORCHESTRA 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

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).

Plan sponsor

Name

SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION

EIN

all filings

Address

1330 STATE ST STE 102 · SANTA BARBARA, CA · 931012680

Phone

(805) 898-9386

Industry

Arts, Entertainment, Recreation

Plan administrator