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  2. NORTH CAROLINA SYMPHONY SOCIETY
Sponsor portfolioTH

NORTH CAROLINA SYMPHONY SOCIETY

EIN 56-0556755-Arts, Entertainment, and Recreation-Latest filing 2024
Plans
2
Retirement
2
$22.4M assets
Welfare
0
Participants
250
3700 GLENWOOD AVENUE, SUITE 130 - RALEIGH, NC 276125530919-733-2750
Plans on this EIN
2 filings
#001403b-$11.6M - 127 part#002403b-$10.8M - 123 part

Retirement portfolio analytics

2 plans aggregated / $22.4M assets / 250 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • SOCIETY DC PLAN (#001)52%
  • SOCIETY TDA PLAN (#002)48%
Total $22.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOCIETY DC PLAN (#001)127
  • SOCIETY TDA PLAN (#002)123
Total 250Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORTH CAROLINA SYMPHONY SOCIETY DC PLAN

403b

Assets$11.6M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN

403b

Assets$10.8M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORTH CAROLINA SYMPHONY SOCIETY DC PLAN403b$11.6M1272024
002NORTH CAROLINA SYMPHONY SOCIETY TDA PLAN403b$10.8M1232024
Retirement plans
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