Plan Ledger DOL Form 5500 · updated monthly

Seattle Symphony Orchestra403(b)

SEATTLE SYMPHONY SAVINGS PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Seattle Symphony Orchestra reported $67,691 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $199 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 fell from 0.16% to 0.15%. 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 354th-largest of 1,714 plans among Washington employers on file, and the 212th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $8.92 for every $1.00 the employer contributed; active participation has grown from 628 to 1,079 since 2022.

Plan summary
Net assets, end of year$48,669,066
Participants with balances305
Active participants1,079
Employer contributions$214,396
Employee contributions$1,912,254
Employer contribution per active participant$199
Average account balance$159,571
Benefits paid to participants$2,080,355
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.7M · 305 accts · $214K emplr
2023$42.2M · 297 accts · $184K emplr
2022$37.4M · 268 accts · $164K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,441
Investment management$28,244
Total administrative$67,691
Employer contributions to the Seattle Symphony Orchestra plan · 2024
Employer contribution per active participant$199
Median for plans this size$2,416
2024$199 per active participant
2023$210 per active participant
2022$261 per active participant

Seattle 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 · 20244
MILLIMAN · Recordkeeping · Consulting$30,341
RBC CAPITAL MARKETS$28,244
MATRIX TRUST COMPANY · Custodial (securities)$9,006
MSCS FINANCIAL SERVICES · Custodial (securities)indirect 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
2024Milliman
2023Milliman

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

Administrative cost history3
2024$67,691 · 0.15%
2023$44,165 · 0.11%
2022$68,419 · 0.16%
Same employer
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Rick Steves' Europe, Inc. WA$47.4M · 0.00%
Pacific Northwest Ballet WA$27.7M · 0.02%
Angel of the Winds Casino WA$21.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910667412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.