How big is Milwaukee Ballet's plan?

Milwaukee Ballet's plan reported $1.9M in assets and 90 participants for 2024.

Original filing (PDF)20250909113734NAL0034027568001

Milwaukee Ballet

Name: Milwaukee Ballet — Milwaukee Ballet Company 403(b), Form 5500 (2024)
Creator: Milwaukee Ballet
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milwaukee Ballet Company 403(b) Savings Plan

401(k) retirement plan · Milwaukee Ballet's Milwaukee Ballet Company 403(b) Savings Plan held $1.9M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Mary RASK signed Milwaukee Ballet's 2024 Form 5500 as plan administrator.

Mary RASK — 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

Milwaukee Ballet's EIN is 39-1134735.

EIN 39-1134735

Plan number 001

Plan year 2024

ACK ID 20250909113734NAL0034027568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milwaukee Ballet's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Knocking points off