Plan Ledger DOL Form 5500 · updated monthly

Count Basie Theatre401(k)

COUNT BASIE THEATRE 401(K) PLAN · RED BANK, NJ · plan year 2022

Reported admin expense ratio · 2022
0.64%

Count Basie Theatre reported $8,021 in plan administrative expenses for 2022: 0.64% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New Jersey (2,221st of 2,419), and 1,213th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$1,168,210
Participants with balances32
Active participants326
Employer contributions—
Employee contributions$153,678
Employer contribution per active participant—
Average account balance$36,507
Benefits paid to participants$118,311
Plan auditUnmodified (clean) audit opinion
AuditorPKF MUELLER
Administrative expenses, itemized · 2022
Professional / advisory$8,021
Total administrative$8,021
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,021 · 0.64%
Similar plansArts, Entertainment & Recreation · New Jersey
Island Spa & Sauna NJ$884K · 0.49%
Physiques Unlimited Inc NJ$204K · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221950890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.