Original filing (PDF)20250904090600NAL0033372530001

MILWAUKEE REPERTORY THEATER, INC.

Name: MILWAUKEE REPERTORY THEATER, INC. — MILWAUKEE REPERTORY THEATER 403(B) DC PLAN, Form 5500 (2024)
Creator: MILWAUKEE REPERTORY THEATER, INC.

Form 5500-SF

FILING_RECEIVED

MILWAUKEE REPERTORY THEATER 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILWAUKEE REPERTORY THEATER, INC..

Plan sponsor

Name

MILWAUKEE REPERTORY THEATER, INC.

EIN

39-0946025

Address

108 E WELLS STREET · MILWAUKEE, WI · 532023525

Phone

(414) 224-1761

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2L · 403(b)(1) annuity

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

Related plans

Similar-size Arts, Entertainment, Recreation plans

THE SECOND CITY, INC.

THE SECOND CITY 401(K) PLAN

$6.4M · 467 participants

THE CHANHASSEN THEATRE, LLC

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE CHANHASSEN THEATRE, LLC

$6.4M · 84 participants

MANDINKA, INC.

MANDINKA, INC. DEFINED BENEFIT PENSION PLAN

$6.5M · 4 participants

BALLET AUSTIN, INC

BALLET AUSTIN, INC 401(K) PLAN

$6.5M · 78 participants

THE JOFFREY BALLET

THE JOFFREY BALLET 403(B) RETIREMENT PLAN

$6.4M · 95 participants