AUMdb

Indianapolis Symphony Orchestra Pension Plan

Sponsored by Indiana Symphony Society, Inc. · EIN 350998627 · Plan #001

Total assets
$28.3M
Net assets
$28.3M
Active participants
24
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
Sei Investments Management Corp CRD 105146 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sei Investments Custodial (securities), Trustee (institutional), Trustee (directed) $110,679
Mccready And Keene, Inc. Actuarial, Direct payment from the plan $48,432
Crowe, Llp Accounting, Direct payment from the plan $28,284