North Carolina Symphony Society Tda Plan 403(b) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202472$10.8M$46,498$528,441
202379$10.0M$41,324$434,985
202293$8.7M$31,659$398,195

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