Plan Ledger DOL Form 5500 · updated monthly

Old Globe Theatre401(k)

THE OLD GLOBE 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Old Globe Theatre reported $66,497 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $2,445 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 0.74% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (5,797th of 9,483), and 734th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 70 to 86 since 2022.

Plan summary
Net assets, end of year$8,791,749
Participants with balances147
Active participants86
Employer contributions$210,228
Employee contributions$432,746
Employer contribution per active participant$2,445
Average account balance$59,808
Benefits paid to participants$885,613
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 147 accts · $210K emplr
2023$8.2M · 149 accts · $190K emplr
2022$7.6M · 135 accts · $172K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,497
Total administrative$66,497
The Old Globe Theatre 401(k) match · 2024
Employer contribution per active participant$2,445
Median for plans this size$1,313
2024$2,445 per active participant
2023$2,214 per active participant
2022$2,453 per active participant

Old Globe Theatre's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$22,988
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$170
NFP RETIREMENT INC. · Investment advisory (plan)$21,607

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

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Administrative cost history3
2024$66,497 · 0.78%
2023$58,679 · 0.74%
2022$64,372 · 0.74%
Same employer
Similar plansArts, Entertainment & Recreation · California
Earthquakes Soccer LLC CA$8.9M · 0.07%
Round Hill Country Club CA$8.9M · 0.18%
Claremont Country Club CA$8.5M · 0.43%
The Santaluz Club, Inc. CA$8.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951543396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.