Retirement plan

NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION

Name: NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION - NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION (2025) Form 5500
Creator: NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION, NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION

NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATIONEIN 62-0637709Plan #001PY 2025

25 MIDDLETON ST - NASHVILLE, TN 372102040615-254-9103LinkedIn1-10 employeesprimary/secondary education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$253K

+7.3% from 2024

Total participants

0.0% from 2024

Average account balance

$84,258

+7.3% from 2024

Annual return

12.41%

+0.51 pp from 2024

Benchmarks

See 8,171 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,171 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$253K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$850

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4379

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 codes2G3D2J

Plan features

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

Other / not subdivided$13K100.0%

% of EOY assets

5.197%

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

$84,258

$149,040-43.5%

$120,225-29.9%

$137,256-38.6%

Participation rate

0.0%

75.4%-75.4pp

69.6%-69.6pp

80.0%-80.0pp

Annual return

12.41%

605.68%-593.3pp

439.23%-426.8pp

220.34%-207.9pp

Employer contribution / active EE

$4,350-100.0%

$3,475-100.0%

$4,156-100.0%

Participant deferral / active EE

$4,655-100.0%

$3,999-100.0%

$6,407-100.0%

Admin fee / account holder

$4,379

$6,348-31.0%

$5,696-23.1%

$12,270-64.3%

NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION

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