Plan Snapshot
- Plan Sponsor: Actors' Fund Of America
- Sponsor EIN: 131635251
- Sponsor Address: 729 7TH AVENUE, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $36.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 324 | $36.6M | $1.3M | $1.6M |
| 2023 | 285 | $32.0M | $1.2M | $1.4M |
| 2022 | 269 | $26.6M | $1.1M | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| REEDMARK ADVISORS, LLC | INVESTMENT ADVISOR | $34,141 | — | $34,141 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,302 | — | $5,302 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,443
- Estimated Expense Ratio: 0.108% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$15,169 | $39,443 | — | — | — |
| 2023 | -$19,167 | $28,693 | — | — | — |
| 2022 | $6,287 | $2,118 | — | — | — |