# The Shubert Organization, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-shubert-organization-inc-401k-plan

> The Shubert Organization, INC.'s 401(k) plan: 391 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, INC.

- **Sponsor EIN:** 132751366

- **Sponsor Address:** 234 WEST 44TH STREET, NEW YORK, NY, 100363909

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

- **Total Participants:** 391

- **Total Assets:** $81.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|391|$81.4M|$1.2M|$2.5M|

| 2023|317|$71.1M|$1.2M|$2.3M|

| 2022|308|$59.5M|$1.2M|$2.1M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,437|—|$9,437|

| PRICEWATERHOUSECOOPERS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PRICEWATERHOUSECOOPERS](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,437

- **Estimated Expense Ratio:** 0.012% of plan assets

### 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|$11,818|$9,437|—|—|—|

| 2023|$10,487|$8,056|—|—|—|

| 2022|$6,529|$4,579|—|—|—|

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