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Original filing (PDF)20250319090405NAL0007239952001
PITTSBURGH BALLET THEATRE, INC.
Form 5500
FILING_RECEIVED
PITTSBURGH BALLET DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
73
Accounts w/ balance
179
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
12 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)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PITTSBURGH BALLET THEATRE, INC..
Plan sponsor
Name
PITTSBURGH BALLET THEATRE, INC.
EIN
23-7101094
Address
2900 LIBERTY AVENUE · PITTSBURGH, PA · 152011500
Phone
(412) 281-0360
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-19
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HENDERSON BROS. RET. PLAN SERV. | 20-4683855 | PITTSBURGH, PA | NONE | $17K | — |
| TEACHERS INS. AND ANNUITY ASSOC. | 13-1624203 | NEW YORK, NY | NONE | $12K | — |
Investments
12 pooled funds· $3.6M(41% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CREF EQUITY INDEX R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $1.3M | 14.6% |
| CREF GROWTH R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $1.2M | 14.1% |
| CREF STOCK R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $470K | 5.4% |
| CREF GLOBAL EQUITIES R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $258K | 2.9% |
| TIAA ACCESS NUVEEN EQUITY INDEX T4 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $90K | 1.0% |
| TIAA ACCESS NUVEEN INTERNATIONAL EQ TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $76K | 0.9% |
| TIAA-CREF REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $70K | 0.8% |
| CREF MONEY MARKET R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $55K | 0.6% |
| CREF INFLATION-LINKED BOND R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $7K | <0.1% |
| TIAA ACCESS NUVEEN LARGE CAP VALUE TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $6K | <0.1% |
| CREF SOCIAL CHOICE R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| CREF CORE BOND R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | $4K | <0.1% |
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