AUMdb

San Diego Symphony Orchestra Musicians' Pension Plan

Sponsored by San Diego Symphony Orchestra Association · EIN 953661574 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
106
With balances
0

Plan year beginning 07/01/2024

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
Capfinancial Partners Llc Investment management fees (direct) $43,000
Moss Adams Llp Legal $18,000
Seltzer Captain Mcmohan Vitek Legal $6,360