Indianapolis Symphony Orchestra 403(b) Plan
Sponsored by Indiana Symphony Society, Inc. · EIN 350998627 · Plan #003
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 152
- With balances
- 178
Plan year beginning 09/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Oxford Financial Group, Ltd. Llc CRD 105303 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North American Ktrade Alliance, Llc | Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees | $37,606 |
| Oxford Financial Group, Ltd | Investment advisory (participants), Investment advisory (plan), Investment management | $34,000 |
| Crowe, Llp | Accounting, Direct payment from the plan | $23,349 |
| Latitude Service Company, Inc. | Other services, Direct payment from the plan | $9,063 |
| Fidelity Personal Trust Company Fsb | Custodial (other), Shareholder servicing fees | $0 |