Plan Ledger DOL Form 5500 · updated monthly

Steppenwolf Theatre Company401(k)

STEPPENWOLF THEATRE COMPANY 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Steppenwolf Theatre Company reported $49,624 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $163 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 3 years on file its reported administrative ratio has held roughly steady near 0.660%. 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 Illinois (2,568th of 3,702), and 751st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,234,280
Participants with balances181
Active participants1,394
Employer contributions$226,739
Employee contributions$447,535
Employer contribution per active participant$163
Average account balance$45,493
Benefits paid to participants$273,879
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 181 accts · $227K emplr
2023$6.8M · 184 accts · $107K emplr
2022$5.9M · 192 accts · $214K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,624
Total administrative$49,624
The Steppenwolf Theatre Company 401(k) match · 2024
Employer contribution per active participant$163
Median for plans this size$1,313
2024$163 per active participant
2023$79 per active participant
2022$169 per active participant

Steppenwolf Theatre Company's 2024 employer contribution ran below the $1,313 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$49,624
RAYMOND JAMES & ASSOCIATES INC · 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$49,624 · 0.66%
2023$40,060 · 0.63%
2022$36,223 · 0.66%
Similar plansArts, Entertainment & Recreation · Illinois
Museum of Contemporary Art IL$10.1M · 0.65%
Navy Pier, Inc. IL$9.4M · 0.79%
Fitness Formula, LTD IL$8.9M · 0.34%
The Adler Planetarium IL$7.6M · 0.57%
The Second City, Inc. IL$6.4M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510149370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.