Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
KALAMAZOO SYMPHONY ORCHESTRA
EIN 38-6005710musicLatest filing 2024
Plans
2
Retirement
2
$626K assets
Welfare
0
Participants
63
359 SOUTH KALAMAZOO MALL SUITE 100 - KALAMAZOO, MI 49007269-349-7759kalamazoosymphony.comLinkedIn51-200 employeesmusic
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $626K assets / 63 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KALAMAZOO SYMPHONY ORCHESTRA 403(B) DC PLAN
403b
Assets$376K
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KALAMAZOO SYMPHONY ORCHESTRA 403(B) TDA PLAN PLAN 356274
403b
Assets$249K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KALAMAZOO SYMPHONY ORCHESTRA 403(B) DC PLAN | 403b | $376K | 44 | 2024 | |
| 001 | KALAMAZOO SYMPHONY ORCHESTRA 403(B) TDA PLAN PLAN 356274 | 403b | $249K | 19 | 2024 |
Retirement plans