Plan Snapshot
- Plan Sponsor: Miami City Ballet, INC.
- Sponsor EIN: 592578534
- Sponsor Address: 2200 LIBERTY AVENUE, MIAMI BEACH, FL, 33139
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $3.6M | $246,880 | $537,955 |
| 2023 | 133 | $2.6M | $235,982 | $516,293 |
| 2022 | 132 | $1.4M | $201,233 | $344,167 |
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 |
|---|---|---|---|---|
| GARCIA SANTA MARIA DE ARMAS TRUJILL | 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 | $13,054 | $11,896 | $1,158 | — | — |
| 2023 | $8,632 | $7,442 | $1,190 | — | — |
| 2022 | $2,402 | $1,967 | $435 | — | — |