Indiana Symphony Society 403(b) match, vesting and fees
What Indiana Symphony Society'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.
| Recordkeeper | North American Ktrade Alliance, LLC | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Indiana Symphony Society: employer contribution per participant | $2,376 | |
| Peer median | $1,540 |
| Indiana Symphony Society: average balance | $87,791 | |
| Peer median | $48,682 |
| Indiana Symphony Society: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.36% |
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 $10.6M at the end of plan year 2021 to $15.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 199 | $15.6M | $423K | $2,376 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 191 | $13.9M | $386K | $2,340 | 0.64% | Not published | Form 5500 ↗ |
| 2022 | 204 | $11.1M | $325K | $1,849 | 0.60% | Not published | Form 5500 ↗ |
| 2021 | 179 | $10.6M | $257K | $1,690 | 0.55% | Not published | Form 5500 ↗ |
Other Indiana Symphony Society plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Indianapolis Symphony Orchestra 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.
| Independent auditor | Crowe, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Indiana Symphony Society match 401(k) contributions?
The match terms for the Indianapolis Symphony Orchestra 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $423K in employer contributions, about $2,376 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Indiana Symphony Society 401(k) match vested?
The vesting schedule for the Indianapolis Symphony Orchestra 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Indiana Symphony Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is North American Ktrade Alliance, LLC. The plan administrator is Indiana Symphony Society, Inc..
I left Indiana Symphony Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Indiana Symphony Society, Inc., (317) 262-4066) or the recordkeeper, North American Ktrade Alliance, LLC. The Indiana Symphony Society old 401(k) page lists the contacts from every plan filing. Find an old Indiana Symphony Society 401(k)
Data from the public Form 5500 annual reports Indiana Symphony Society 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 Indiana Symphony Society. Not financial advice. Report a correction · Methodology