Plan Ledger DOL Form 5500 · updated monthly

Indiana Symphony Society, Inc.403(b)

INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Indiana Symphony Society, Inc. reported $85,026 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,783 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 3 years on file its reported administrative ratio has held roughly steady near 0.58%. 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 696th-largest of 1,562 plans among Indiana employers on file, and the 498th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,626,816
Participants with balances178
Active participants152
Employer contributions$422,980
Employee contributions$800,827
Employer contribution per active participant$2,783
Average account balance$87,791
Benefits paid to participants$1,075,132
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 178 accts · $423K emplr
2023$13.9M · 165 accts · $386K emplr
2022$11.1M · 176 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,383
Investment management$34,000
Audit (IQPA)$23,349
Trustee / custodial$4,751
Total administrative$85,026
Employer contributions to the Indiana Symphony Society, Inc. plan · 2024
Employer contribution per active participant$2,783
Median for plans this size$2,416
2024$2,783 per active participant
2023$2,556 per active participant
2022$2,034 per active participant

Indiana Symphony Society, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20245
NORTH AMERICAN KTRADE ALLIANCE, LLC · Recordkeeping$37,606
OXFORD FINANCIAL GROUP, LTD · Investment advisory (participants) · Investment advisory (plan)$34,000
CROWE, LLP · Accounting / audit$23,349
LATITUDE SERVICE COMPANY, INC. · Other services$9,063
FIDELITY PERSONAL TRUST COMPANY FSB · Custodialindirect comp

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

Recordkeeper by year2
2024NORTH AMERICAN KTRADE ALLIANCE, LLC
2023NORTH AMERICAN KTRADE ALLIANCE, LLC

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

Administrative cost history3
2024$85,026 · 0.58%
2023$79,331 · 0.64%
2022$65,311 · 0.60%
Same employer
Similar plansArts, Entertainment & Recreation · Indiana
Chip Ganassi Racing, LLC IN$23.2M · 0.39%
Andretti Autosport IN$6.5M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 350998627 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.