· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTH COAST REPERTORY, INC. — SOUTH COAST REPERTORY 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013140412NAL0003122594002
SOUTH COAST REPERTORY, INC.
Form 5500-SF
FILING_RECEIVED
SOUTH COAST REPERTORY 403(B) PLAN
401(k) retirement plan
Active participants
65
Accounts w/ balance
74
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTH COAST REPERTORY, INC.
.
Find decision makers
Plan sponsor
Name
SOUTH COAST REPERTORY, INC.
EIN
95-6122708
Address
655 TOWN CENTER DRIVE · COSTA MESA, CA · 92626
Phone
(714) 708-5500
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
FROZEN FINGERS INC.
FROZEN FINGERS INC. DEFINED BENEFIT PENSION PLAN
$3.9M · 2 participants
IMPERIAL WOODPECKER, LLC
IMPERIAL WOODPECKER, LLC PROFIT SHARING PLAN
$3.9M · 8 participants
SHAKESPEARE & COMPANY, INC.
SHAKESPEARE & COMPANY 403(B) DEFINED CONTRIBUTION PLAN
$3.8M · 17 participants
RLA CONSERVATION LLC
RLA CONSERVATION LLC 401(K) PROFIT SHARING PLAN
$3.9M · 16 participants
GOODSPEED OPERA HOUSE FOUNDATION, INC.
THE GOODSPEED OPERA HOUSE FOUNDATION 403(B)
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.8M · 105 participants
ZERO TOLERANCE ENTERTAINMENT
ZERO TOLERANCE ENTERTAINMENT 401(K) PROFIT SHARING PLAN & TRUST
$3.8M · 28 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
