Plan Ledger DOL Form 5500 · updated monthly

Alvin Ailey Dance Foundation, Inc.403(b)

ALVIN AILEY DANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Alvin Ailey Dance Foundation, Inc. reported $60,988 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,888 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 rose from 0.25% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 2,200th-largest of 5,648 plans among New York employers on file, and the 361st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.47 for every $1.00 the employer contributed; active participation has grown from 165 to 188 since 2022.

Plan summary
Net assets, end of year$24,850,259
Participants with balances275
Active participants188
Employer contributions$354,892
Employee contributions$1,232,032
Employer contribution per active participant$1,888
Average account balance$90,365
Benefits paid to participants$890,622
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 275 accts · $355K emplr
2023$21.4M · 261 accts · $333K emplr
2022$17.6M · 249 accts · $326K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,988
Total administrative$60,988
Employer contributions to the Alvin Ailey Dance Foundation, Inc. plan · 2024
Employer contribution per active participant$1,888
Median for plans this size$2,416
2024$1,888 per active participant
2023$1,882 per active participant
2022$1,976 per active participant

Alvin Ailey Dance Foundation, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TIAA$48,339
CFS INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$12,750

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

Administrative cost history3
2024$60,988 · 0.26%
2023$49,681 · 0.25%
2022$41,307 · 0.25%
Same employer
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New York Road Runners, Inc. NY$27.6M · 0.01%
Chelsea Piers L.P. NY$25.4M · 0.06%
Win-Sum Ski Corp. NY$24.6M · 0.05%
Capital Region Gaming, LLC NY$23.7M · 0.06%
The Jewish Museum NY$23.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132584273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.