Plan Ledger DOL Form 5500 · updated monthly

Roundabout Theatre Company, Inc401(k)

ROUNDABOUT THEATRE COMPANY 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Roundabout Theatre Company, Inc reported $6,180 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $561 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 fell from 0.07% to 0.05%. 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 New York (3,167th of 5,648), and the 568th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 136 to 1,060 since 2022.

Plan summary
Net assets, end of year$13,258,486
Participants with balances272
Active participants1,060
Employer contributions$594,556
Employee contributions$623,302
Employer contribution per active participant$561
Average account balance$48,744
Benefits paid to participants$276,444
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 272 accts · $595K emplr
2023$10.9M · 233 accts · $538K emplr
2022$9.0M · 318 accts · $539K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,505
Investment management$4,575
Total administrative$6,180
The Roundabout Theatre Company, Inc 401(k) match · 2024
Employer contribution per active participant$561
Median for plans this size$2,416
2024$561 per active participant
2023$3,588 per active participant
2022$3,963 per active participant

Roundabout Theatre Company, Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
WORLD INVESTMENT ADVISORS LLCindirect comp
ASSOCIATED PENSION CONSULTANTS · Other servicesindirect 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$6,180 · 0.05%
2023$11,775 · 0.12%
2022$6,194 · 0.07%
Same employer
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Underdog Sports, Inc. NY$14.4M · 0.61%
Westchester Country Club NY$13.1M · 0.02%
Neue Galerie New York NY$12.9M · 0.47%
Intrepid Museum Foundation NY$12.5M · 0.03%
Better Collective USA, Inc. NY$12.1M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 136192346 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.