AUMdb

San Francisco Symphony Tsa Thrift Plan

Sponsored by San Francisco Symphony Corporation · EIN 941156284 · Plan #003

Total assets
$87.1M
Net assets
$87.1M
Active participants
829
With balances
419

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $5,710