Plan Ledger DOL Form 5500 · updated monthly

New York Shakespeare Festival403(b)

NEW YORK SHAKESPEARE FESTIVAL 403(B) PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.05%

New York Shakespeare Festival reported $3,727 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. 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 0.06% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New York (3,901st of 5,648), and 759th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$8,104,598
Participants with balances156
Active participants119
Employer contributions—
Employee contributions$669,572
Employer contribution per active participant—
Average account balance$51,953
Benefits paid to participants$740,658
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ AND CARR CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 155 accts
2023$8.1M · 156 accts
2022$7.0M · 163 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$140
Total administrative$3,727
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
EQUITABLE FINANCIAL LIFE INS CO · Investment management · Trustee (directed)indirect comp

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$3,668 · 0.05%
2023$3,727 · 0.05%
2022$3,803 · 0.06%
Same employer
Similar plansArts, Entertainment & Recreation · New York
Adirondack Scenic, Inc. NY$8.9M · 0.48%
Jackpocket LLC NY$7.8M · 0.02%
Buffalo Akg Art Museum NY$7.6M · 0.05%
City Parks Foundation NY$7.6M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131844852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.