# The Shubert Organization 401(k) Plan
Source: https://planprovider.pro/companies/the-shubert-organization-132751366-504

> The Shubert Organization's 401(k) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Shubert Organization

- **Sponsor EIN:** 132751366

- **Sponsor Address:** 234 WEST 44TH STREET, NEW YORK, NY, 10036

- **Plan Type:** 401(k)

- **Plan Number:** 504

- **Total Participants:** 226

- **Total Assets:** $0

## 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.|

| 2025|226|$0|$0|$0|

| 2024|213|$0|$0|$0|

| 2023|186|$0|$0|$0|

| 2022|192|$0|$0|$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|

| UMR, INC.|Other Service Provider|$508,770|$24,912|$533,682|

| KINLOCH CONSULTING GROUP, INC.|Investment Advisor|$40,478|—|$40,478|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $574,160

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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