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PACIFIC SYMPHONY — PACIFIC SYMPHONY 401(K) PLAN FOR ORCHESTRA MUSICIANS, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260123104040NAL0006805937001
PACIFIC SYMPHONY
Form 5500-SF
FILING_RECEIVED
PACIFIC SYMPHONY 401(K) PLAN FOR ORCHESTRA MUSICIANS
401(k) retirement plan
Active participants
79
Accounts w/ balance
22
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
84
/ 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
100
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
PACIFIC SYMPHONY
.
Find decision makers
Plan sponsor
Name
PACIFIC SYMPHONY
EIN
95-3635496
Address
17620 FITCH AVENUE, SUITE 100 · IRVINE, CA · 92614
Phone
(714) 755-5788
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
SAINT LOUIS SYMPHONY ORCHESTRA
SAINT LOUIS SYMPHONY ORCHESTRA MUSICIANS UNION RETIREMENT PLAN
$4.3M · 81 participants
LUTHER BURBANK CENTER FOR THE ARTS
LUTHER BURBANK MEMORIAL FOUNDATION 401K PLAN
$4.4M · 72 participants
JERRY BRUCKHEIMER TELEVISION, INC
JB EMPLOYEES 401(K) PLAN
$4.4M · 28 participants
CINCINNATI OPERA ASSOCIATION
CINCINNATI OPERA 403(B) RETIREMENT PLAN
$4.2M · 23 participants
SEATTLE REPERTORY THEATER
SEATTLE REPERTORY THEATER 401(K) PLAN
65
Knocking points off
Only 28% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.2M · 64 participants
AVMEDIA, INC.
AVMEDIA, INC. 401(K) PLAN
$4.4M · 96 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
