How big is Charlotte Ballet's plan?

Charlotte Ballet's plan reported $583K in assets and 57 participants for 2023.

Original filing (PDF)20250317072958NAL0001518049001

Charlotte Ballet

Name: Charlotte Ballet — Charlotte Ballet 403(b) Plan, Form 5500 (2023)
Creator: Charlotte Ballet
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte Ballet 403(b) Plan

403(b) retirement plan · Charlotte Ballet's Charlotte Ballet 403(b) Plan held $583K in plan assets for 57 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$583K

Net assets (EOY)

$583K

People on this filing

Tiffany Murray signed Charlotte Ballet's 2023 Form 5500 as plan administrator.

Tiffany Murray — 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

Charlotte Ballet's EIN is 58-1314711.

EIN 58-1314711

Plan number 001

Plan year 2023

ACK ID 20250317072958NAL0001518049001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Charlotte Ballet from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Charlotte Ballet's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score