# The Philadelphia Orchestra And Kimmel Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-philadelphia-orchestra-and-kimmel-center-inc-874303823-003

> The Philadelphia Orchestra And Kimmel Center, INC.'s 403(b) plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Philadelphia Orchestra And Kimmel Center, INC.

- **Sponsor EIN:** 874303823

- **Sponsor Address:** ONE SOUTH BROAD STREET 14TH FLOOR, PHILADELPHIA, PA, 19107

- **Plan Type:** 403(b)

- **Plan Number:** 003

- **Total Participants:** 319

- **Total Assets:** $29.7M

## 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|319|$29.7M|$2.9M|$0|

| 2023|288|$24.5M|$2.3M|$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|

| MILLIGAN & COMPANY, LLC|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|$24,786|—|—|—|—|

| 2023|$18,296|—|—|—|—|

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