Plan Snapshot
- Plan Sponsor: Mccarter Theatre Company
- Sponsor EIN: 210724198
- Sponsor Address: 91 UNIVERSITY PLACE, PRINCETON, NJ, 08540
- Plan Type: 403(b)
- Total Participants: 88
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 88 | $17.7M | $260,661 | $304,208 |
| 2023 | 84 | $15.9M | $246,516 | $288,030 |
| 2022 | 80 | $13.5M | $229,943 | $166,547 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $8,445 | — | $8,445 |
| MMA SECURITIES LLC | NONE | $5,893 | — | $5,893 |
| LUTZ AND CARR CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — NONE
- MMA SECURITIES LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,338
- Estimated Expense Ratio: 0.081% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $16,612 | $14,338 | — | — | — |
| 2023 | $8,253 | $7,465 | — | — | — |
| 2022 | $51 | — | — | — | — |