Plan Snapshot
- Plan Sponsor: Kansas City Symphony
- Sponsor EIN: 431297475
- Sponsor Address: 1644 WYANDOTTE ST, KANSAS CITY, MO, 64108
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 114
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 114 | $15.5M | $315,045 | $839,029 |
| 2023 | 105 | $13.6M | $294,973 | $774,128 |
| 2022 | 107 | $11.9M | $294,532 | $853,750 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $35,721 | — | $35,721 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $8,993 | $7 | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,721
- Estimated Expense Ratio: 0.289% 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 | $44,718 | $8,997 | $35,721 | — | — |
| 2023 | $40,236 | $8,997 | $31,239 | — | — |
| 2022 | $26,957 | $8,983 | $17,974 | — | — |