Original filing (PDF)20250630124622NAL0016388944001

SAN DIEGO OPERA ASSOCIATION

Name: SAN DIEGO OPERA ASSOCIATION — SAN DIEGO OPERA ASSOCIATION RETIREMENT PLAN, Form 5500 (2024)
Creator: SAN DIEGO OPERA ASSOCIATION

Form 5500-SF

FILING_RECEIVED

SAN DIEGO OPERA ASSOCIATION RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 SAN DIEGO OPERA ASSOCIATION.

Plan sponsor

Name

SAN DIEGO OPERA ASSOCIATION

EIN

95-6044429

Address

233 A STREET,SUITE 500 · SAN DIEGO, CA · 92101

Phone

(619) 232-7636

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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