Retirement plan

VINEYARD THEATRE 403(B) RETIREMENT PLAN

Name: VINEYARD THEATRE AND WORKSHOP CENTER, INC. - VINEYARD THEATRE 403(B) RETIREMENT PLAN (2025) Form 5500
Creator: VINEYARD THEATRE AND WORKSHOP CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VINEYARD THEATRE 403(B) RETIREMENT PLAN, VINEYARD THEATRE AND WORKSHOP CENTER, INC.

VINEYARD THEATRE AND WORKSHOP CENTER, INC.EIN 13-2981292Plan #001PY 2025

108 EAST 15TH STREET - NEW YORK, NY 100032102212-353-0303

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$251K

+0.3% from 2024

Total participants

-21.1% from 2024

Average account balance

$16,716

+27.0% from 2024

Annual return

11.25%

-8.96 pp from 2024

Benchmarks

See 4,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort4,672 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$251K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$17K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

187.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.25%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4219

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2S2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$63K

$7911 / participant

Other / not subdivided$63K100.0%

% of EOY assets

25.241%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,716

$162,529-89.7%

$130,788-87.2%

$154,746-89.2%

Participation rate

100.0%

75.9%+24.1pp

70.1%+29.9pp

80.7%+19.3pp

Annual return

11.25%

510.48%-499.2pp

386.44%-375.2pp

172.34%-161.1pp

Employer contribution / active EE

$12

$4,447-99.7%

$3,558-99.7%

$4,379-99.7%

Participant deferral / active EE

$3,692

$4,808-23.2%

$4,137-10.8%

$6,730-45.2%

Admin fee / account holder

$4,219

$7,669-45.0%

$6,673-36.8%

$14,365-70.6%

VINEYARD THEATRE 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VINEYARD THEATRE 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion