Plan Snapshot
- Plan Sponsor: New York Shakespeare Festival
- Sponsor EIN: 131844852
- Sponsor Address: 425 LAFAYETTE STREET, NEW YORK, NY, 10003
- Plan Type: DB
- Total Participants: 236
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 236 | $8.2M | $929,000 | $0 |
| 2023 | 227 | $7.2M | $1.2M | $0 |
| 2022 | 211 | $6.7M | $883,000 | $0 |
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 & CARR CPA'S, 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 | $232,315 | $31,803 | — | — | — |
| 2023 | $257,219 | $17,859 | — | — | — |
| 2022 | $260,652 | $25,354 | — | — | — |