# Board Of Trustees I.A.T.S.E. Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-a-t-s-e-annuity-fund-plan

> Board Of Trustees I.A.T.S.E. Annuity Fund's DC plan: 100,349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees I.A.T.S.E. Annuity Fund

- **Sponsor EIN:** 133088691

- **Sponsor Address:** 417 FIFTH AVENUE, 3RD FLOOR, NEW YORK, NY, 100162204

- **Plan Type:** DC

- **Total Participants:** 100,349

- **Total Assets:** $1.4B

## 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|100,349|$1.4B|$93.7M|$9.4M|

| 2023|97,266|$1.3B|$73.1M|$8.3M|

| 2022|96,657|$1.1B|$96.9M|$9.5M|

## 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|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$64,000|—|$64,000|

### 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) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,000

- **Estimated Expense Ratio:** 0.004% 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|$7,346,687|$67,264|$3,193,045|$64,000|—|

| 2023|$6,892,081|$63,345|$3,134,670|$62,000|—|

| 2022|$6,545,147|$57,900|$2,972,227|—|$412,782|

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