Tax Sheltered Annuity Plan For The Staff Employees Of The Boston Symphony Orchestra, Inc.
Sponsored by Boston Symphony Orchestra, Inc. · EIN 042103550 · Plan #003
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 202
- With balances
- 423
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (plan) | $23,500 |
| Caron & Bletzer, Pllc | Accounting | $13,750 |
| The Angell Pension Group, Inc. | Consulting (general), Investment advisory (plan) | $8,729 |
| Fidelity Inv Inst Oper Company Inc. | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$5,889 |