Plan Ledger DOL Form 5500 · updated monthly

Chicago Theatre Group, Inc. dba Goodman Theatre401(k)

GOODMAN THEATRE RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.43%

Chicago Theatre Group, Inc. dba Goodman Theatre reported $61,548 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. 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 fell from 0.52% to 0.43%. 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 Illinois (1,978th of 3,702), and the 510th of 1,311 in arts, entertainment & recreation. active participation has grown from 126 to 156 since 2022.

Plan summary
Net assets, end of year$15,288,975
Participants with balances206
Active participants156
Employer contributions—
Employee contributions$703,308
Employer contribution per active participant—
Average account balance$74,218
Benefits paid to participants$543,401
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 206 accts
2023$13.7M · 198 accts · $72K emplr
2022$12.6M · 182 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,903
Investment management$13,273
Audit (IQPA)$19,498
Total administrative$61,548
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
PLANTE & MORAN, PLLC · Accounting / audit$33,000
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$26,902
PNC BANK NA · Pension consulting · Investment advisory (plan)$15,140

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$61,548 · 0.43%
2023$28,565 · 0.22%
2022$77,480 · 0.52%
Same employer
Similar plansArts, Entertainment & Recreation · Illinois
East Bank Club Venture IL$20.7M · 0.02%
Intersport Inc IL$18.1M · 0.32%
University Club of Chicago IL$14.8M · 0.23%
Lyric Opera of Chicago IL$14.5M · 0.15%
Lnproduction, Inc. IL$11.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362896025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.