Plan Ledger DOL Form 5500 · updated monthly

Actors Theatre of Louisville, Inc.403(b)

ACTORS THEATRE 403(B) PLAN · LOUISVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
0.93%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Actors Theatre of Louisville, Inc. reported $24,690 in plan administrative expenses for 2023: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $326 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.93%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Kentucky (738th of 871), and 1,087th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $3.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,785,246
Participants with balances179
Active participants72
Employer contributions$23,468
Employee contributions$80,022
Employer contribution per active participant$326
Average account balance$15,560
Benefits paid to participants$190,085
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.8M · 179 accts · $23K emplr
2022$2.5M · 183 accts · $25K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,679
Investment management$7,011
Total administrative$24,690
Employer contributions to the Actors Theatre of Louisville, Inc. plan · 2023
Employer contribution per active participant$326
Median for plans this size$1,308
2023$326 per active participant
2022$667 per active participant

Actors Theatre of Louisville, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASCENSUS LLC · Recordkeeping$17,679
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$7,011

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$24,690 · 0.93%
2022$26,795 · 0.94%
Similar plansArts, Entertainment & Recreation · Kentucky
Keeneland Association, Inc. KY$18.8M · 0.15%
Krm Wagering, LLC KY$902K · 0.33%
Orange Consulting LLC KY$837K · 1.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610645030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.