Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF LAMB'S PLAYERS THEATRE, INC.

Name: LAMB'S PLAYERS THEATRE - 403(B) THRIFT PLAN FOR EMPLOYEES OF LAMB'S PLAYERS THEATRE, INC. (2024) Form 5500
Creator: LAMB'S PLAYERS THEATRE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF LAMB'S PLAYERS THEATRE, INC., LAMB'S PLAYERS THEATRE

LAMB'S PLAYERS THEATREEIN 33-0592567Plan #003PY 2024

PO BOX 182229 - CORONADO, CA 92178619-437-6050lambsplayers.orgLinkedIn51-200 employeesperforming arts

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$1.5M

+26.2% from 2023

Total participants

0.0% from 2023

Average account balance

$169,880

+26.2% from 2023

Annual return

13.83%

+2.43 pp from 2023

Benchmarks

See 10,265 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,265 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2T

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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24

$3 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.002%

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

$169,880

$169,161+0.4%

$129,295+31.4%

$145,959+16.4%

Participation rate

0.0%

76.5%-76.5pp

69.6%-69.6pp

80.3%-80.3pp

Annual return

13.83%

14348.07%-14334.2pp

9429.28%-9415.5pp

561.95%-548.1pp

Employer contribution / active EE

$5,543-100.0%

$4,157-100.0%

$4,661-100.0%

Participant deferral / active EE

$21,459

$4,989+330.1%

$4,169+414.7%

$6,689+220.8%

Admin fee / account holder

$9,878-100.0%

$7,665-100.0%

$13,398-100.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF LAMB'S PLAYERS THEATRE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF LAMB'S PLAYERS THEATRE, INC.

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