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Original filing (PDF)20250414133556NAL0000763843001
NEW YORK SHAKESPEARE FESTIVAL
Form 5500
FILING_RECEIVED
NEW YORK SHAKESPEARE FESTIVAL 403(B) PLAN
403(b) retirement plan
Active participants
119
Accounts w/ balance
156
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
27 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK SHAKESPEARE FESTIVAL.
Plan sponsor
Name
NEW YORK SHAKESPEARE FESTIVAL
EIN
13-1844852
Address
425 LAFAYETTE STREET · NEW YORK, NY · 10003
Phone
(212) 539-8724
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
LUTZ AND CARR CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INS CO | 13-5576051 | — | RECORDKEEPER | $0 | — |
Investments
27 pooled funds· $1.6M(20% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EQ/LOOMIS SAYLES GROWTH EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $340K | 4.2% |
| EQ/JPMORGAN VALUE OPPORTUNITIES EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $271K | 3.3% |
| 1290 VT SOCIALLY RESPONSIBLE EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $201K | 2.5% |
| EQ/LAZARD EMERGING MARKETS EQUITY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $87K | 1.1% |
| EQ/CAPITAL GROUP RESEARCH EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $87K | 1.1% |
| 1290 VT GAMCO SMALL COMPANY VALUE EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $73K | 0.9% |
| EQ/COMMON STOCK INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $69K | 0.9% |
| EQ/MODERATE GROWTH STRATEGY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $68K | 0.8% |
| EQ/AMERICAN CENTURY MID CAP VLAUE EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $67K | 0.8% |
| EQ/GOLDMAN SACHS MID CAP VALUE EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $65K | 0.8% |
| EQ/MFS MID CAP FOCUSED GROWTH EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $60K | 0.7% |
| EQ/MFS INTERNATIONAL GROWTH EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $58K | 0.7% |
| EQ/MFS INTERNATIONAL INTRINSIC VAL EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $56K | 0.7% |
| EQ/AB SMALL CAP GROWTH EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $42K | 0.5% |
| EQ/MORGAN STANLEY SMALL CAP GROWTH EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $32K | 0.4% |
| AMERICAN FUNDS INSURANCE SER BOND EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $21K | 0.3% |
| EQ/PIMCO GLOBAL REAL RETURN EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $14K | 0.2% |
| EQ/CONSERVATIVE-PLUS ALLOCATION EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $7K | <0.1% |
| MULTIMANAGER AGGRESSIVE EQUITY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $7K | <0.1% |
| EQ/LG CAP VALUE MANAGED VOLATILITY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $6K | <0.1% |
| EQ/SMALL COMPANY INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| EQ/MID CAP INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| EQ/INTERNATIONAL CORE MANAGED VOLAT EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| EQ/CORE BOND INDEX EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $132 | <0.1% |
| EQ/GLOBAL EQUITY MANAGED VOLATILITY EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $34 | <0.1% |
| EQ/CORE PLUS BOND EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $33 | <0.1% |
| EQ/INTERNATIONAL VAL MANAGED VOL EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | $20 | <0.1% |