Plan Ledger DOL Form 5500 · updated monthly

McCarter Theatre Company403(b)

MCCARTER THEATRE RETIREMENT PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

McCarter Theatre Company reported $16,612 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,962 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 2 years on file its reported administrative ratio rose from 0.00% to 0.10%. 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 the 1,137th-largest of 2,419 plans among New Jersey employers on file, and the 460th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has grown from 80 to 88 since 2022.

Plan summary
Net assets, end of year$17,651,869
Participants with balances168
Active participants88
Employer contributions$260,661
Employee contributions$304,208
Employer contribution per active participant$2,962
Average account balance$105,071
Benefits paid to participants$1,036,869
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ AND CARR CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 168 accts · $261K emplr
2023$15.9M · 180 accts · $247K emplr
2022$13.5M · 173 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,072
Investment management$14,338
Total administrative$16,612
Employer contributions to the McCarter Theatre Company plan · 2024
Employer contribution per active participant$2,962
Median for plans this size$2,416
2024$2,962 per active participant
2023$2,935 per active participant
2022$2,874 per active participant

McCarter Theatre Company'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
TIAA · Recordkeeping · Pension consulting$2,072
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$8,445
MMA SECURITIES LLC · Investment advisory (plan)$5,893

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$16,612 · 0.10%
2023$8,253 · 0.06%
2022$51 · 0.00%
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I.A.T.S.E. Local 21 NJ$17.9M · 0.73%
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Source: U.S. Department of Labor, Form 5500 series, EIN 210724198 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.