# Chicago Symphony Orchestra Association 403(b) Plan
Source: https://planprovider.pro/companies/chicago-symphony-orchestra-association-362167823-004

> Chicago Symphony Orchestra Association's 403(b) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chicago Symphony Orchestra Association

- **Sponsor EIN:** 362167823

- **Sponsor Address:** 220 S MICHIGAN AVE, CHICAGO, IL, 60604

- **Plan Type:** 403(b)

- **Plan Number:** 004

- **Total Participants:** 139

- **Total Assets:** $34.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|139|$34.2M|$366,749|$1.0M|

| 2023|133|$30.6M|$375,908|$935,196|

| 2022|128|$26.9M|$340,393|$934,848|

## 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|

| PNC INSTITUTIONAL ASSET MANAGEMENT|Investment Advisor|$31,166|—|$31,166|

| NEWPORT GROUP, INC.|Recordkeeper|$22,998|—|$22,998|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,164

- **Estimated Expense Ratio:** 0.158% 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|$54,164|$31,166|$22,998|—|—|

| 2023|$48,600|$27,578|$21,022|—|—|

| 2022|$43,001|$24,429|$11,243|—|$7,329|

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