Chicago Symphony Orchestra Association 403(b) Plan For Administrative Employees
Sponsored by Chicago Symphony Orchestra Association · EIN 362167823 · Plan #004
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 139
- With balances
- 182
Plan year beginning 07/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, 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 |
|---|---|---|
| Pnc Institutional Asset Management | Investment advisory (plan), Direct payment from the plan | $31,166 |
| Newport Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $22,998 |