Plan Ledger DOL Form 5500 · updated monthly

Colorado Symphony AssociationMoney purchase plan

COLORADO SYMPHONY ORCHESTRA MONEY PURCHASE PENSION PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.24%

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

Colorado Symphony Association reported $28,732 in plan administrative expenses for 2023: 0.24% of average plan assets, below the peer median. Employer contributions averaged $938 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 2 years on file its reported administrative ratio rose from 0.10% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 704th-largest of 1,461 plans among Colorado employers on file, and the 586th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$12,661,576
Participants with balances136
Active participants80
Employer contributions$75,006
Employee contributions—
Employer contribution per active participant$938
Average account balance$93,100
Benefits paid to participants$1,415,620
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 108 accts · $84K emplr
2023$12.7M · 136 accts · $75K emplr
2022$11.7M · 131 accts · $69K emplr
Employer contributions to the Colorado Symphony Association plan · 2023
Employer contribution per active participant$938
Median for plans this size$2,440
2024$999 per active participant
2023$938 per active participant
2022$881 per active participant

Colorado Symphony Association's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$12,303
USI ADVISORS INC · Investment advisory (participants)$16,429

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,877 · 0.35%
2023$28,732 · 0.24%
2022$12,097 · 0.10%
All plans at this employer2
COLORADO SYMPHONY ASSOCIATION 403(B) PLAN403(b)
COLORADO SYMPHONY ORCHESTRA MONEY PURCHASE PENSION PLANMoney purchase plan
Same employer
Similar plansArts, Entertainment & Recreation · Colorado
USA Swimming, Inc. CO$17.8M · 0.01%
Movement Management, LLC CO$9.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840511458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.