How big is McCarter Theatre Company's plan?

McCarter Theatre Company's plan reported $17.7M in assets and 88 participants for 2024.

Original filing (PDF)20251014083902NAL0001126387001

McCarter Theatre Company

Name: McCarter Theatre Company — McCarter Theatre, Form 5500 (2024)
Creator: McCarter Theatre Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

McCarter Theatre Retirement Plan

403(b) retirement plan · McCarter Theatre Company's McCarter Theatre Retirement Plan held $17.7M in plan assets for 88 participants in 2024, with TIAA as recordkeeper.

Active participants

Accounts w/ balance

168

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

People on this filing

TONI Marie Davis signed McCarter Theatre Company's 2024 Form 5500 as plan administrator.

TONI Marie Davis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McCarter Theatre Company's EIN is 21-0724198.

EIN 21-0724198

Plan number 001

Plan year 2024

ACK ID 20251014083902NAL0001126387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCarter Theatre Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCarter Theatre Company's plan includes a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCARTER THEATRE COMPANY.

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How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

MCCARTER THEATRE COMPANY

EIN

all filings

Address

91 UNIVERSITY PLACE · PRINCETON, NJ · 08540

Phone

(609) 258-2787

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

LUTZ AND CARR CPAS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$2K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS	82-1434504	—	NONE	$8K	—

Other service providers

Investments

40 direct securities · 1 pooled fund· $15.0M(85% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$11.5M

27 holdings

Common Collective Trusts

$2.2M

8 holdings

Other securities

$985K

4 holdings

Pooled Separate Account

$259K

1 holding

Bonds / Notes

$2K

1 holding

					% of plan
TIAA CREF Global Equities R1 -	Mutual Funds	—	—	$2.9M	16.7%
TIAA CREF Growth R1 -	Mutual Funds	—	—	$2.3M	13.0%
TIAA CREF TIAA Traditional Non Benefit Responsive -	Mutual Funds	—	—	$1.5M	8.7%
TIAA CREF Equity Index R1 -	Common Collective Trusts	—	—	$1.5M	8.5%
TIAA CREF TIAA Traditional Benefit Responsive -	Mutual Funds	—	—	$1.3M	7.4%
TIAA CREF Core Bond R1 -	Mutual Funds	—	—	$933K	5.3%
State Street State Street Equity 500 Indx K -	Other securities	—	—	$914K	5.2%
TIAA CREF Money Market R1 -	Mutual Funds	—	—	$813K	4.6%
State Street State Street Cap Eq ExUS Idx K -	Common Collective Trusts	—	—	$460K	2.6%
TIAA CREF TIAA Access Nuv Intl Equity T4 -	Mutual Funds	—	—	$394K	2.2%
TIAA CREF Social Choice R1 -	Mutual Funds	—	—	$325K	1.8%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$259K	1.5%
TIAA CREF TIAA Traditional Benefit Responsive 2 -	Mutual Funds	—	—	$237K	1.3%
TIAA CREF Inflation-Linked Bond R1 -	Mutual Funds	—	—	$212K	1.2%
TIAA CREF TIAA Access Nuv RlEstSecSel T4 -	Mutual Funds	—	—	$102K	0.6%
iShares Rus 2000 Sml Cap Idx K -	Common Collective Trusts	—	—	$76K	0.4%
TIAA CREF TIAA Access Nuv Lrg Cap Val T4 -	Mutual Funds	—	—	$66K	0.4%
Cohen & Steers Cohen & Steers Real Est Sec Z -	Other securities	—	—	$61K	0.3%
TIAA CREF TIAA Access Nuv Core Pl Bd T4 -	Mutual Funds	—	—	$59K	0.3%
iShares Russell Mid Cap Idx K -	Common Collective Trusts	—	—	$56K	0.3%
TIAA CREF TIAA Access Nuv Mid Cap Val T4 -	Mutual Funds	—	—	$52K	0.3%
TIAA CREF TIAA Access Nuv Sm Cp Bl Ix T4 -	Mutual Funds	—	—	$52K	0.3%
TIAA CREF TIAA Access Nuv Equity Idx T4 -	Common Collective Trusts	—	—	$48K	0.3%
TIAA CREF TIAA Access Nuv LifCyc 2040 T4 -	Mutual Funds	—	—	$45K	0.3%
TIAA CREF TIAA Access Nuv LifCyc 2050 T4 -	Mutual Funds	—	—	$29K	0.2%
State Street State Street Aggrgte Bnd Idx K -	Common Collective Trusts	—	—	$28K	0.2%
TIAA CREF TIAA Access Nuv Qt Sm Cp Eq T4 -	Mutual Funds	—	—	$26K	0.1%
TIAA CREF TIAA Access Nuv LgCp Res Eq T4 -	Mutual Funds	—	—	$26K	0.1%
TIAA CREF TIAA Access Nuv LifCyc 2035 T4 -	Mutual Funds	—	—	$19K	0.1%
Schwab Treas Infl Prot Sec Idx -	Common Collective Trusts	—	—	$13K	<0.1%
TIAA CREF TIAA Access Nuv Lrg Cap Gr T4 -	Mutual Funds	—	—	$12K	<0.1%
TIAA CREF TIAA Access Nuv Core Equity T4 -	Mutual Funds	—	—	$9K	<0.1%
BlackRock Total Return K -	Other securities	—	—	$8K	<0.1%
Vanguard Equity Income Adm -	Mutual Funds	—	—	$5K	<0.1%
Vanguard Infl Protect Sec Adm -	Mutual Funds	—	—	$4K	<0.1%
TIAA CREF TIAA Access Nuv LifCyc 2055 T4 -	Mutual Funds	—	—	$4K	<0.1%
JPMorgan Large Cap Growth R6 -	Other securities	—	—	$3K	<0.1%
TIAA CREF TIAA Access Nuv Mid Cap Grw T4 -	Mutual Funds	—	—	$3K	<0.1%
Schwab Small Cap Index Fund -	Common Collective Trusts	—	—	$3K	<0.1%
TIAA CREF TIAA Access Nuv LifCyc 2060 T4 -	Mutual Funds	—	—	$2K	<0.1%
Notes Receivable from Participants Interest rates ranging from 4.25% to 9.5%	Bonds / Notes	—	—	$2K	<0.1%