Plan Snapshot
- Plan Sponsor: Detroit Symphony Orchestra, INC.
- Sponsor EIN: 381385132
- Sponsor Address: 3711 WOODWARD AVENUE, DETROIT, MI, 48201
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 94
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 94 | $5.2M | $157,432 | $297,238 |
| 2023 | 97 | $4.6M | $171,610 | $334,752 |
| 2022 | 85 | $3.9M | $132,126 | $260,352 |
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 |
|---|---|---|---|---|
| ASCENSUS | Recordkeeper | $10,922 | — | $10,922 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,922
- Estimated Expense Ratio: 0.210% 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 | $11,926 | — | $11,926 | — | — |
| 2023 | $14,924 | — | $14,924 | — | — |
| 2022 | $14,377 | — | $14,377 | — | — |