Plan Ledger DOL Form 5500 · updated monthly

Cincinnati Symphony Orchestra401(k)

CINCINNATI SYMPHONY ORCHESTRA 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Cincinnati Symphony Orchestra reported $5,123 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $871 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,212th-largest of 3,295 plans among Ohio employers on file, and the 389th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,734,661
Participants with balances275
Active participants763
Employer contributions$664,211
Employee contributions$2,475,950
Employer contribution per active participant$871
Average account balance$82,671
Benefits paid to participants$900,120
Plan auditUnmodified (clean) audit opinion
AuditorCLARK, SCHAEFFER, HACKETT & CO.
Plan history2
Yearassets · accounts · employer contribution
2024$22.7M · 275 accts · $664K emplr
2023$8.4M · 231 accts · $191K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,675
Total administrative$5,123
The Cincinnati Symphony Orchestra 401(k) match · 2024
Employer contribution per active participant$871
Median for plans this size$2,416
2024$871 per active participant
2023$842 per active participant

Cincinnati Symphony Orchestra's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LATITUDE SERVICE COMPANY INC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$5,123 · 0.03%
2023$350 · 0.00%
All plans at this employer2
CINCINNATI SYMPHONY ORCHESTRA EMPLOYEE 403(B) PLAN403(b)
CINCINNATI SYMPHONY ORCHESTRA 401(K) PLAN401(k)
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
The Cleveland Museum of Art OH$31.8M · 0.20%
Cincinnati Museum Center OH$25.2M · 0.13%
Playhouse Square Foundation OH$24.6M · 0.00%
New Albany Company OH$19.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310537080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.