# Kansas City Symphony 403(b) Plan
Source: https://planprovider.pro/companies/kansas-city-symphony-431297475-004

> Kansas City Symphony's 403(b) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — 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|—|—|

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