San Francisco Symphony Retirement Plan
Sponsored by San Francisco Symphony Corporation · EIN 941156284 · Plan #002
- Total assets
- $108M
- Net assets
- $107M
- Active participants
- 86
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Partners Capital, Llc CRD 328074 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Partners Capital | Investment management, Direct payment from the plan | $431,781 |
| Northern Trust | Trustee (directed), Direct payment from the plan | $117,765 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $85,844 |
| Grant Thornton | Accounting, Direct payment from the plan | $29,300 |