Plan Snapshot
- Plan Sponsor: North Carolina Symphony Society
- Sponsor EIN: 560556755
- Sponsor Address: 3700 GLENWOOD AVENUE, RALEIGH, NC, 276125530
- Plan Type: 403(b)
- Total Participants: 81
- Total Assets: $11.6M
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 | 81 | $11.6M | $394,642 | $0 |
| 2023 | 81 | $11.6M | $388,996 | $0 |
| 2022 | 81 | $10.8M | $357,255 | $0 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $10,348 | — | $10,348 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,348
- Estimated Expense Ratio: 0.089% 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 | $941,466 | — | $10,552 | — | — |
| 2023 | $3,496,557 | — | $12,044 | — | — |
| 2022 | $233,569 | — | $7,744 | — | — |