San Francisco Symphony 403(b) match, vesting and fees
What San Francisco Symphony'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Grant Thornton, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| San Francisco Symphony: employer contribution per participant | $1,366 | |
| Peer median | $1,540 |
| San Francisco Symphony: average balance | $207,828 | |
| Peer median | $48,682 |
| San Francisco Symphony: admin expenses ÷ assets | 0.02% | |
| 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 $79.9M at the end of plan year 2021 to $87.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,030 | $87.1M | $572K | $1,366 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 941 | $78.8M | $502K | $1,277 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,006 | $66.1M | $487K | $1,367 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 780 | $79.9M | $714K | $1,604 | 0.01% | Not published | Form 5500 ↗ |
Other San Francisco Symphony plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
San Francisco Symphony Retirement 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 | Grant Thornton (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Retirement Plan for Employees of San Francisco Symphony Corporation
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 | Grant Thornton (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does San Francisco Symphony match 401(k) contributions?
The match terms for the San Francisco Symphony Tsa Thrift Plan have not been published from its filing yet. The plan year 2024 filing reports $572K in employer contributions, about $1,366 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Francisco Symphony 401(k) match vested?
The vesting schedule for the San Francisco Symphony Tsa Thrift Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Francisco Symphony 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is San Francisco Symphony Corporation.
I left San Francisco Symphony. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Francisco Symphony Corporation, (415) 864-6000) or the recordkeeper, Newport Group, Inc.. The San Francisco Symphony old 401(k) page lists the contacts from every plan filing. Find an old San Francisco Symphony 401(k)
Data from the public Form 5500 annual reports San Francisco Symphony 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 San Francisco Symphony. Not financial advice. Report a correction · Methodology