# Victoria Theatre Association 403(b) Plan
Source: https://planprovider.pro/companies/victoria-theatre-association-403b-plan

> Victoria Theatre Association's 403(b) plan: 254 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Victoria Theatre Association

- **Sponsor EIN:** 310897638

- **Sponsor Address:** 138 NORTH MAIN STREET, DAYTON, OH, 45402

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

- **Total Participants:** 254

- **Total Assets:** $3.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2025|254|$3.3M|$0|$0|

| 2024|234|$2.9M|$0|$0|

| 2023|212|$3.1M|$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|

| BRADY WARE & SCHOENFELD, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BRADY WARE & SCHOENFELD, INC.](https://planprovider.pro/provider/brady-ware-and-schoenfeld-inc) — 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|

| 2025|$29,092|$5,000|$11,368|—|—|

| 2024|$32,023|$5,004|$24,201|—|—|

| 2023|$24,455|$5,000|$18,657|—|$798|

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