Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra retirement plan: assets, participants and fees
What Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra's retirement plan 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.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Cbiz Cpas PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra: employer contribution per participant | $1,881 | |
| Peer median | $1,890 |
| Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra: average balance | $55,470 | |
| Peer median | $56,033 |
| Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.37% |
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 $7.8M at the end of plan year 2021 to $12.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 245 | $12.2M | $414K | $1,881 | 0.01% | Not published | Form 5500 ↗ |
| 2024 | 252 | $10.3M | $376K | $1,780 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 243 | $8.3M | $309K | $1,531 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 228 | $6.8M | $249K | $1,305 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 178 | $7.8M | $240K | $1,370 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra have not been published from its filing yet. The plan year 2025 filing reports $414K in employer contributions, about $1,881 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra is not in the data published so far. Your Summary Plan Description states it.
Who manages the Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Mutual of America Investment Corp. The plan administrator is Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra.
I left Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra, (941) 953-4252) or the recordkeeper, Mutual of America Investment Corp. The Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra old 401(k) page lists the contacts from every plan filing. Find an old Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra 401(k)
Data from the public Form 5500 annual reports Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Florida West Coast Symphony, Inc. D/B/A Sarasota Orchestra. Not financial advice. Report a correction · Methodology