# Board Of Trustees Of Chicago Symphony Orchestra Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-chicago-symphony-orchestra-pension-plan-plan

> Board Of Trustees Of Chicago Symphony Orchestra Pension Plan's DB plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Chicago Symphony Orchestra Pension Plan

- **Sponsor EIN:** 362859355

- **Sponsor Address:** 220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559

- **Plan Type:** DB

- **Total Participants:** 83

- **Total Assets:** $59.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|83|$59.8M|$0|$0|

| 2023|87|$55.4M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PLANTE & MORAN, PLLC|Auditor|$16,440|—|$16,440|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,440

- **Estimated Expense Ratio:** 0.028% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$352,748|$131,944|$18,949|$16,440|—|

| 2023|$359,707|$133,996|$19,190|—|$95,389|

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