· 2022–2024 · DOL EFAST2

GREAT LAKES THEATER FESTIVAL — GREAT LAKES THEATER FESTIVAL TAX DEFERRED ANNUITY PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20241021135212NAL0002521792001

GREAT LAKES THEATER FESTIVAL

Form 5500-SF

FILING_RECEIVED

GREAT LAKES THEATER FESTIVAL TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

20

Accounts w/ balance

20

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

43

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREAT LAKES THEATER FESTIVAL.

Plan sponsor

Name

GREAT LAKES THEATER FESTIVAL

EIN

34-0901212

Address

1501 EUCLID AVENUE · SUITE 300 · CLEVELAND, OH · 44115

Phone

(216) 453-4440

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

2024-10-21

Pension benefit codes

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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