Plan Snapshot
- Plan Sponsor: Seattle Symphony Orchestra
- Sponsor EIN: 910667412
- Sponsor Address: P.O. BOX 21906, SEATTLE, WA, 98111
- Plan Type: 403(b)
- Total Participants: 1,079
- Total Assets: $48.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,079 | $48.7M | $214,396 | $1.9M |
| 2023 | 879 | $42.2M | $184,356 | $1.7M |
| 2022 | 628 | $37.4M | $163,887 | $1.5M |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
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 | $67,691 | $28,244 | — | — | — |
| 2023 | $44,165 | $13,569 | — | — | — |
| 2022 | $68,419 | — | — | — | $68,419 |