Retirement Plan For Employees Of San Francisco Symphony Corporation
Sponsored by San Francisco Symphony Corporaton · EIN 941156284 · Plan #001
- Total assets
- $23.3M
- Net assets
- $22.1M
- Active participants
- 23
- With balances
- 0
Plan year beginning 01/01/2024
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 | $110,644 |
| Milliman | Actuarial, Direct payment from the plan | $33,851 |
| Northern Trust | Investment advisory (participants), Direct payment from the plan | $17,449 |
| Grant Thornton | Accounting, Direct payment from the plan | $14,300 |