Original filing (PDF)20260123104643NAL0009889296001

PACIFIC SYMPHONY

Name: PACIFIC SYMPHONY — PACIFIC SYMPHONY 401(K) PLAN FOR ADMINISTRATIVE STAFF, Form 5500 (2024)
Creator: PACIFIC SYMPHONY

Form 5500-SF

FILING_RECEIVED

PACIFIC SYMPHONY 401(K) PLAN FOR ADMINISTRATIVE STAFF

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC SYMPHONY.

Plan sponsor

Name

PACIFIC SYMPHONY

EIN

95-3635465

Address

17620 FITCH AVENUE. SUITE 100 · IRVINE, CA · 92614

Phone

(714) 755-5788

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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