Plan Ledger DOL Form 5500 · updated monthly

San Francisco Symphony Corporation403(b)

SAN FRANCISCO SYMPHONY TSA THRIFT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

San Francisco Symphony Corporation reported $14,638 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $691 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 0.01% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,132nd-largest of 9,483 plans among California employers on file, and the 115th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$87,079,942
Participants with balances419
Active participants829
Employer contributions$572,436
Employee contributions$2,353,521
Employer contribution per active participant$691
Average account balance$207,828
Benefits paid to participants$7,574,308
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.1M · 419 accts · $572K emplr
2023$78.8M · 393 accts · $502K emplr
2022$66.1M · 356 accts · $487K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,638
Total administrative$14,638
Employer contributions to the San Francisco Symphony Corporation plan · 2024
Employer contribution per active participant$691
Median for plans this size$3,635
2024$691 per active participant
2023$661 per active participant
2022$572 per active participant

San Francisco Symphony Corporation's 2024 employer contribution ran below the $3,635 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
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$5,710

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$14,638 · 0.02%
2023$10,762 · 0.01%
2022$8,610 · 0.01%
Same employer
Similar plansArts, Entertainment & Recreation · California
Hornblower Group, Inc. CA$101.8M · 0.12%
Hawaiian Gardens Casino CA$79.6M · 0.24%
Tlbfp, LLC CA$76.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941156284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.