Plan Ledger DOL Form 5500 · updated monthly

American Conservatory Theater403(b)

AMERICAN CONSERVATORY THEATER 403(B) DC AND TDA PLANS · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

American Conservatory Theater reported $201 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,233 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 1 year on file its reported administrative ratio rose from 0.000% to 0.003%. 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 California (5,977th of 9,483), and 760th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.99 for every $1.00 the employer contributed; active participation has grown from 54 to 63 since 2022.

Plan summary
Net assets, end of year$8,103,086
Participants with balances159
Active participants63
Employer contributions$77,709
Employee contributions$387,650
Employer contribution per active participant$1,233
Average account balance$50,963
Benefits paid to participants$540,953
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 159 accts · $78K emplr
2023$7.3M · 154 accts · $71K emplr
2022$6.1M · 153 accts · $62K emplr
Employer contributions to the American Conservatory Theater plan · 2024
Employer contribution per active participant$1,233
Median for plans this size$1,313
2024$1,233 per active participant
2023$1,360 per active participant
2022$1,146 per active participant

American Conservatory Theater's 2024 employer contribution ran below the $1,313 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 · 20241
TIAA · Loan processing$201

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$201 · 0.00%
2023$25 · 0.00%
2022Not separately reported
Similar plansArts, Entertainment & Recreation · California
Round Hill Country Club CA$8.9M · 0.18%
Old Globe Theatre CA$8.8M · 0.78%
Claremont Country Club CA$8.5M · 0.43%
The Santaluz Club, Inc. CA$8.0M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 946135772 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.