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Sponsor portfolio

EDUCATIONAL THEATRE ASSOCIATION

EIN 31-0743605-non-profit organization management-Latest filing 2025
Plans
3
Retirement
3
$4.5M assets
Welfare
0
Participants
118
4555 LAKE FOREST DRIVE, SUITE 650 - CINCINNATI, OH 45242513-421-3900schooltheatre.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
3 filings
#003403b-$2.3M - 49 part#004403b-$1.9M - 63 part#002401k-$242K - 6 part

Retirement portfolio analytics

3 plans aggregated / $4.5M assets / 118 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • 403B TDA PLAN (#003)52%
  • 403B DC PLAN (#004)42%
  • DEFERRED ARRANGEMENT PLAN (#002)5%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403B DC PLAN (#004)63
  • 403B TDA PLAN (#003)49
  • DEFERRED ARRANGEMENT PLAN (#002)6
Total 118Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EDUCATIONAL THEATRE ASSOCIATION 403B TDA PLAN

403b

Assets$2.3M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

EDUCATION THEATRE ASSOCIATION 403B DC PLAN

403b

Assets$1.9M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

EDUCATIONAL THEATRE ASSOCIATION CASH OR DEFERRED ARRANGEMENT PLAN

401k

Assets$242K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003EDUCATIONAL THEATRE ASSOCIATION 403B TDA PLAN403b$2.3M492025
004EDUCATION THEATRE ASSOCIATION 403B DC PLAN403b$1.9M632025
002EDUCATIONAL THEATRE ASSOCIATION CASH OR DEFERRED ARRANGEMENT PLAN401k$242K62025
Retirement plans
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