Colorado Symphony Orchestra Money Purchase Pension Plan
Sponsored by Colorado Symphony Association · EIN 840511458 · Plan #002
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 84
- With balances
- 108
Plan year beginning 09/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard | Recordkeeping, Trustee (directed), Investment management fees (indirect) | $26,484 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $7,589 |
| Usi Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $5,448 |