Plan Ledger DOL Form 5500 · updated monthly

Ballet Theatre Foundation, Inc.403(b)

BALLET THEATRE FOUNDATION, INC. TSA PLAN (DANCERS' UNION) · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Ballet Theatre Foundation, Inc. reported $41,472 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $3,027 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 0.38%. 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 among the smaller plans on file in New York (3,348th of 5,648), and the 611th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,831,437
Participants with balances155
Active participants97
Employer contributions$293,645
Employee contributions$493,757
Employer contribution per active participant$3,027
Average account balance$76,332
Benefits paid to participants$357,634
Plan auditUnmodified (clean) audit opinion
AuditorROST & COMPANY, CPAS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 155 accts · $294K emplr
2023$10.0M · 149 accts · $274K emplr
2022$8.0M · 149 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,472
Investment management$10,000
Total administrative$41,472
Employer contributions to the Ballet Theatre Foundation, Inc. plan · 2024
Employer contribution per active participant$3,027
Median for plans this size$2,416
2024$3,027 per active participant
2023$2,688 per active participant
2022$1,781 per active participant

Ballet Theatre Foundation, Inc.'s 2024 employer contribution ran above 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 · 20243
OLD SLIP CAPITAL MANAGEMENT, INC · Investment advisory (plan)$10,000
THE BENEFIT PRACTICE · Contract administrator$712

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$41,472 · 0.38%
2023$40,837 · 0.45%
2022$38,721 · 0.39%
Similar plansArts, Entertainment & Recreation · New York
Westchester Country Club NY$13.1M · 0.02%
Neue Galerie New York NY$12.9M · 0.47%
Intrepid Museum Foundation NY$12.5M · 0.03%
Better Collective USA, Inc. NY$12.1M · 0.49%
Tr Apparel, LLC NY$11.1M · 0.28%
Asphalt Green, Inc. NY$11.0M · 1.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131882106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.