Plan Ledger DOL Form 5500 · updated monthly

Ambassador Theatre Group-North America, LLC401(k)

AMBASSADOR THEATRE GROUP-NORTH AMERICA, LLC 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Ambassador Theatre Group-North America, LLC reported $21,203 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $612 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 3 years on file its reported administrative ratio has held roughly steady near 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (3,250th of 5,688), and 733rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 408 to 850 since 2022.

Plan summary
Net assets, end of year$8,795,924
Participants with balances261
Active participants850
Employer contributions$519,974
Employee contributions$1,019,601
Employer contribution per active participant$612
Average account balance$33,701
Benefits paid to participants$543,304
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 261 accts · $520K emplr
2023$6.5M · 232 accts · $435K emplr
2022$4.0M · 231 accts · $408K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,634
Investment management$18,569
Total administrative$21,203
The Ambassador Theatre Group-North America, LLC 401(k) match · 2024
Employer contribution per active participant$612
Median for plans this size$1,313
2024$612 per active participant
2023$435 per active participant
2022$1,001 per active participant

Ambassador Theatre Group-North America, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
WELLS FARGO · Recordkeeping · Trustee$15,569
ADP, INC. · Loan processing · Recordkeeping$2,633
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, Wells Fargo
2023ADP, Wells Fargo

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,203 · 0.28%
2023$14,248 · 0.27%
2022$10,995 · 0.27%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Dallas Arboretum TX$9.7M · 0.32%
Alley Theatre TX$9.2M · 0.01%
Iatse 127 TX$8.9M · 0.55%
Csi Aviation, Inc. TX$8.6M · 0.68%
Colonial Country Club TX$8.6M · 0.06%
Uslive Opco Inc TX$8.6M · 0.72%
Houston Grand Opera, Inc. TX$8.1M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271878284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.