# Mccarter Theatre Company 403(b) Plan
Source: https://planprovider.pro/companies/mccarter-theatre-center-403b-plan

> Mccarter Theatre Company's 403(b) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| 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|

| LUTZ AND CARR CPAS, LLP|Auditor|—|—|$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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