Plan Snapshot
- Plan Sponsor: Old Globe Theatre
- Sponsor EIN: 951543396
- Sponsor Address: P O BOX 122171, SAN DIEGO, CA, 92112
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $8.8M
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 | 86 | $8.8M | $210,228 | $432,746 |
| 2023 | 86 | $8.2M | $190,408 | $403,857 |
| 2022 | 70 | $7.6M | $171,709 | $355,259 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $66,497 | — | $66,497 | — | — |
| 2023 | $58,679 | — | $58,679 | — | — |
| 2022 | $64,372 | — | $21,467 | — | $42,905 |