# Bd Of Trustees Of The Annuity Fund Of Stage Employees Local 4 Iatse DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-of-the-annuity-fund-of-stage-employees-local-4-iatse-plan

> Bd Of Trustees Of The Annuity Fund Of Stage Employees Local 4 Iatse's DC plan: 4,897 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schultheis-and-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|

## Similar Plans

- [Board Of Trustees Of Local 52](https://planprovider.pro/companies/board-of-trustees-of-local-52-plan) — 5,441 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-of-the-annuity-fund-of-stage-employees-local-4-iatse-plan)

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