Plan Snapshot
- Plan Sponsor: San Francisco Symphony Corporaton
- Sponsor EIN: 941156284
- Sponsor Address: 201 VAN NESS AVE, SAN FRANCISCO, CA, 941024507
- Plan Type: DB
- Total Participants: 23
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 23 | $23.3M | $0 | $0 |
| 2023 | 23 | $20.0M | $0 | $0 |
| 2022 | 25 | $19.5M | $84,200 | $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 |
|---|---|---|---|---|
| GRANT THORNTON | Auditor | $14,300 | — | $14,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,300
- Estimated Expense Ratio: 0.061% 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 | $193,616 | $110,644 | — | $14,300 | — |
| 2023 | $140,292 | $81,002 | — | $14,000 | — |
| 2022 | $234,559 | $77,504 | $13,709 | — | $76,100 |