Plan Snapshot
- Plan Sponsor: Philharmonic Symphony Society Of New York
- Sponsor EIN: 131664054
- Sponsor Address: 10 LINCOLN CENTER PLAZA, NEW YORK, NY, 10023
- Plan Type: 403(b)
- Total Participants: 213
- Total Assets: $75.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 213 | $75.3M | $523,440 | $2.5M |
| 2023 | 204 | $67.0M | $464,877 | $2.4M |
| 2022 | 195 | $55.3M | $392,526 | $2.0M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,906 | — | — | — | — |
| 2023 | $43,325 | — | — | — | — |
| 2022 | $40,241 | — | — | — | — |