Plan Ledger DOL Form 5500 · updated monthly

Kansas City Symphony403(b)

KANSAS CITY SYMPHONY 403(B) RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Kansas City Symphony reported $44,718 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,764 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 0.24% to 0.31%. 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 1,393 plans among Missouri employers on file, and the 504th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,477,986
Participants with balances146
Active participants114
Employer contributions$315,045
Employee contributions$839,029
Employer contribution per active participant$2,764
Average account balance$106,014
Benefits paid to participants$699,657
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 146 accts · $315K emplr
2023$13.6M · 145 accts · $295K emplr
2022$11.9M · 145 accts · $295K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,721
Investment management$8,997
Total administrative$44,718
Employer contributions to the Kansas City Symphony plan · 2024
Employer contribution per active participant$2,764
Median for plans this size$2,416
2024$2,764 per active participant
2023$2,809 per active participant
2022$2,753 per active participant

Kansas City Symphony'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$35,721
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$8,993

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

Administrative cost history3
2024$44,718 · 0.31%
2023$40,236 · 0.32%
2022$26,957 · 0.24%
Same employer
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St. Louis Cardinals, LLC MO$40.4M · 0.01%
Cq Holding Company, Inc. MO$29.4M · 0.34%
Kiel Center Partners, L.P. MO$25.5M · 0.28%
I.A.T.S.E. Local No. 31 MO$14.3M · 0.59%
Fox Associates, L.L.C. MO$12.4M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431297475 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.