# The Joffrey Ballet 403(b) Plan
Source: https://planprovider.pro/companies/the-joffrey-ballet-403b-plan

> The Joffrey Ballet's 403(b) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Joffrey Ballet

- **Sponsor EIN:** 364009741

- **Sponsor Address:** 10 E RANDOLPH STREET, CHICAGO, IL, 606013617

- **Plan Type:** 403(b)

- **Total Participants:** 95

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|95|$6.4M|$141,375|$571,229|

| 2023|103|$5.0M|$129,082|$525,279|

| 2022|113|$3.8M|$108,378|$433,805|

## 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|

| PLANTE MORAN|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|$32,498|—|$32,498|—|—|

| 2023|$24,387|—|$24,387|—|—|

| 2022|$22,127|—|—|—|—|

## Similar Plans

- [Board Of Trustees Of Chicago Symphony Orchestra Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-chicago-symphony-orchestra-pension-plan-plan) — 83 participants

- [Caps Visual Communications, LLC](https://planprovider.pro/companies/caps-visual-communications-llc-401k-plan-001) — 69 participants

- [Lyric Opera Of Chicago](https://planprovider.pro/companies/lyric-opera-of-chicago-401k-plan) — 128 participants

- [Chicago Symphony Orchestra Association](https://planprovider.pro/companies/chicago-symphony-orchestra-403b-plan) — 139 participants

- [Chicago Theatre Group, INC. Dba Goodman Theatre](https://planprovider.pro/companies/chicago-theatre-group-inc-dba-goodman-theatre-plan) — 156 participants

- [The Orchestral Association](https://planprovider.pro/companies/the-orchestral-association-plan) — 27 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-joffrey-ballet-403b-plan)

© 2026 PlanProvider.Pro