Plan Snapshot
- Plan Sponsor: Bd Of Trustees Of The Annuity Fund Of Stage Employees Local 4 Iatse
- Sponsor EIN: 112613347
- Sponsor Address: 27 ROLAND AVENUE, MT. LAUREL, NJ, 08054
- Plan Type: DC
- Total Participants: 4,897
- Total Assets: $59.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 4,897 | $59.3M | $2.8M | $860,340 |
| 2023 | 5,959 | $50.0M | $2.5M | $738,590 |
| 2022 | 4,909 | $42.5M | $2.2M | $597,305 |
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 |
|---|---|---|---|---|
| FRANK M. VACCARO & ASSOCIATES, INC. | NONE | $91,367 | — | $91,367 |
| SCHULTHEIS & PANETTIERI, LLP | ACCOUNTANT | $47,817 | — | $47,817 |
| SPIVAK LIPTON LLP | ATTORNEY | $19,131 | — | $19,131 |
| SEGAL SELECT INSURANCE SERVICES INC | NONE | — | $7,574 | $7,574 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,889
- Estimated Expense Ratio: 0.280% 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 | $179,718 | — | $91,367 | $25,000 | — |
| 2023 | $150,692 | — | $88,863 | $23,000 | — |
| 2022 | $151,072 | — | $90,024 | — | $44,927 |