Plan Snapshot
- Plan Sponsor: Dallas Symphony Association, INC.
- Sponsor EIN: 750705442
- Sponsor Address: 2301 FLORA ST., DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 81 | $4.0M | $208,601 | $420,431 |
| 2023 | 130 | $3.4M | $258,467 | $405,413 |
| 2022 | 136 | $2.6M | $258,813 | $394,438 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $541,052 | — | $23,587 | — | — |
| 2023 | $2,433 | $1,327 | — | — | — |
| 2022 | $1,716 | $941 | — | — | — |