Plan Ledger DOL Form 5500 · updated monthly

The Joyce Theater Foundation,401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF THE JOYCE THEATER FOUNDATION, INC. · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

The Joyce Theater Foundation, reported $899 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,102 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (3,553rd of 5,648), and the 1,614th of 3,341 in other services. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$10,447,512
Participants with balances123
Active participants69
Employer contributions$283,056
Employee contributions$261,890
Employer contribution per active participant$4,102
Average account balance$84,939
Benefits paid to participants$131,259
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ AND CARR CPAS, LLP
The The Joyce Theater Foundation, 401(k) match · 2024
Employer contribution per active participant$4,102
Median for plans this size$1,313

The Joyce Theater Foundation,'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,330

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

Administrative cost history1
2024$899 · 0.01%
Similar plansOther Services · New York
Steer Davies and Gleave Inc NY$10.8M · 0.29%
The Union League Club NY$10.6M · 0.05%
The Bridge, Inc. NY$10.2M · 0.05%
The Mind Gym USA Inc NY$10.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133038262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.