· 2022–2024 · DOL EFAST2

ORLANDO SHAKESPEARE THEATER, INC — ORLANDO SHAKESPEARE THEATER RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251117135329NAL0000721475001

ORLANDO SHAKESPEARE THEATER, INC

Form 5500-SF

FILING_RECEIVED

ORLANDO SHAKESPEARE THEATER RETIREMENT PLAN

403(b) retirement plan

Active participants

62

Accounts w/ balance

40

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

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

36

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

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 ORLANDO SHAKESPEARE THEATER, INC.

Plan sponsor

Name

ORLANDO SHAKESPEARE THEATER, INC

EIN

59-2931698

Address

812 E ROLLINS ST · ORLANDO, FL · 328031203

Phone

(407) 398-9395

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-11-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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