Plan Snapshot
- Plan Sponsor: North Carolina Symphony Society Tda Plan
- Sponsor EIN: 560556755
- Sponsor Address: 3700 GLENWOOD AVENUE, RALEIGH, NC, 276125530
- Plan Type: 403(b)
- Total Participants: 72
- Total Assets: $10.8M
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 | 72 | $10.8M | $46,498 | $528,441 |
| 2023 | 79 | $10.0M | $41,324 | $434,985 |
| 2022 | 93 | $8.7M | $31,659 | $398,195 |
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 | $11,619 | — | $11,619 |
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: $11,619
- Estimated Expense Ratio: 0.108% 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 | $900,084 | — | $11,608 | — | — |
| 2023 | $559,476 | — | $10,455 | — | — |
| 2022 | $335,581 | — | $10,021 | — | — |