Colorado Symphony Association 403(b) match, vesting and fees
What Colorado Symphony Association's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 61,199 defined-contribution plans in other services with fewer than 100 participants.
| Colorado Symphony Association: employer contribution per participant | $966 | |
| Peer median | $1,427 |
| Colorado Symphony Association: average balance | $117,685 | |
| Peer median | $25,769 |
| Colorado Symphony Association: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.48% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.9M at the end of plan year 2021 to $11.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 141 | $11.7M | $96K | $966 | 0.23% | Not published | 5500-SF ↗ |
| 2023 | 144 | $10.3M | $83K | $847 | 0.22% | Not published | 5500-SF ↗ |
| 2022 | 132 | $8.5M | $79K | $824 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 125 | $8.9M | $68K | $760 | 0.12% | Not published | Form 5500 ↗ |
Other Colorado Symphony Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Colorado Symphony Orchestra Money Purchase Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Vanguard | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Colorado Symphony Association match 401(k) contributions?
The match terms for the Colorado Symphony Association 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $96K in employer contributions, about $966 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Colorado Symphony Association 401(k) match vested?
The vesting schedule for the Colorado Symphony Association 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Colorado Symphony Association 401(k)?
The filing names Colorado Symphony Association as plan administrator; it does not list a recordkeeper.
I left Colorado Symphony Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Colorado Symphony Association, (303) 308-2468). The Colorado Symphony Association old 401(k) page lists the contacts from every plan filing. Find an old Colorado Symphony Association 401(k)
Data from the public Form 5500 annual reports Colorado Symphony Association filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Colorado Symphony Association. Not financial advice. Report a correction · Methodology