Plan Snapshot
- Plan Sponsor: Playhouse Square Foundation
- Sponsor EIN: 237304942
- Sponsor Address: 1501 EUCLID AVE SUITE 200, CLEVELAND, OH, 44115
- Plan Type: DC
- Total Participants: 455
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 455 | $24.6M | $1.0M | $781,903 |
| 2023 | 325 | $20.6M | $866,709 | $621,333 |
| 2022 | 252 | $20.2M | $748,368 | $572,999 |
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 |
|---|---|---|---|---|
| PEASE BELL CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEASE BELL CPAS LLC — 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 | $225 | — | — | — | — |
| 2023 | $225 | — | — | — | — |
| 2022 | $325 | — | — | — | — |