Original filing (PDF)20251013101008NAL0002431186001

BALLET THEATRE FOUNDATION, INC.

Name: BALLET THEATRE FOUNDATION, INC. — BALLET THEATRE FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN, Form 5500 (2024)
Creator: BALLET THEATRE FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

BALLET THEATRE FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

125

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALLET THEATRE FOUNDATION, INC..

Plan sponsor

Name

BALLET THEATRE FOUNDATION, INC.

EIN

13-1882106

Address

890 BROADWAY · NEW YORK, NY · 100031211

Phone

(212) 477-3030

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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