Mccarter Theatre Company 403(b) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202488$17.7M$260,661$304,208
202384$15.9M$246,516$288,030
202280$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
LUTZ AND CARR CPAS, LLPAuditor$0

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $0

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

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