Detroit Symphony Orchestra, Inc. Non Musicians' Tax Deferred Account Plan
Sponsored by Detroit Symphony Orchestra, Inc. · EIN 381385132 · Plan #004
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 94
- With balances
- 149
Plan year beginning 05/01/2024 · ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus | Direct payment from the plan, Investment management fees (indirect) | $10,922 |
| Tiaa Cref | Direct payment from the plan, Investment management fees (indirect), Float revenue | $669 |
| The Vanguard Group, Inc. | Direct payment from the plan, Investment management fees (indirect), Soft dollars commissions | $180 |
| Fidelity Investments Institutional | Direct payment from the plan, Investment management fees (indirect), Recordkeeping fees | $155 |