Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHAKESPEARE & COMPANY, INC.
EIN 04-2666826performing artsLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
39
70 KEMBLE STREET - LENOX, MA 01240413-637-1199shakespeare.orgLinkedIn51-200 employeesperforming arts
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 39 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHAKESPEARE & COMPANY 403(B) DEFINED CONTRIBUTION PLAN
403b
Assets$4.1M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHAKESPEARE AND COMPANY 403(B) TAX DEFERRED ANNUITY PLAN
403b
Assets$965K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHAKESPEARE & COMPANY 403(B) DEFINED CONTRIBUTION PLAN | 403b | $4.1M | 26 | 2025 | |
| 002 | SHAKESPEARE AND COMPANY 403(B) TAX DEFERRED ANNUITY PLAN | 403b | $965K | 13 | 2025 |
Retirement plans