How big is Ballet West's plan?

Ballet West's plan reported $1.0M in assets and 39 participants for 2024.

Original filing (PDF)20260114134149NAL0021886882001

Ballet West

Name: Ballet West — Ballet West Dancers' 401(k) Plan, Form 5500 (2024)
Creator: Ballet West
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ballet West Dancers' 401(k) Plan

401(k) retirement plan · Ballet West's Ballet West Dancers' 401(k) Plan held $1.0M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jennifer Bailey signed Ballet West's 2024 Form 5500 as plan administrator.

Jennifer Bailey — 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

Ballet West's EIN is 87-0264274.

EIN 87-0264274

Plan number 002

Plan year 2024

ACK ID 20260114134149NAL0021886882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ballet West's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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

Plan sponsor

Name

BALLET WEST

EIN

all filings

Address

52 WEST 200 SOUTH · SALT LAKE CITY, UT · 841011603

Phone

(801) 869-6915

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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