# Board Of Trustees I.A.T.S.E. National Vacation Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-i-a-t-s-e-national-vacation-fund-237345994-501

> Board Of Trustees I.A.T.S.E. National Vacation Fund's 401(k) plan: 7,209 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. National Vacation Fund

- **Sponsor EIN:** 237345994

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

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 7,209

- **Total Assets:** $5.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,209|$5.5M|$5.4M|$0|

| 2023|7,464|$4.9M|$4.8M|$0|

| 2022|6,259|$4.4M|$4.5M|$0|

## 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|$30,000|—|$30,000|

| SPIVAK LIPTON LLP|ERISA Attorney|$7,952|—|$7,952|

| PROSKAUER ROSE LLP|ERISA Attorney|$7,500|—|$7,500|

### 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:** $45,452

- **Estimated Expense Ratio:** 0.820% 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|$289,980|—|—|$30,000|—|

| 2023|$267,648|—|—|$29,000|—|

| 2022|$253,869|—|—|—|$43,000|

## Similar Plans

- [Board Of Trustees I.A.T.S.E. Annuity Fund](https://planprovider.pro/companies/board-of-trustees-i-a-t-s-e-annuity-fund-plan) — 100,349 participants

- [Board Of Trustees I.A.T.S.E. National Health & Welfare Fund](https://planprovider.pro/companies/board-of-trustees-i-a-t-s-e-national-health-welfare-fund-237333434-501) — 36,112 participants

- [Board Of Trustees, Annuity Fund Of Local No. One, I.A.T.S.E.](https://planprovider.pro/companies/board-of-trustees-annuity-fund-of-local-no-one-i-a-t-s-e-plan) — 21,686 participants

- [Board Of Trustees I.A.T.S.E. National Pension Fund](https://planprovider.pro/companies/board-of-trustees-i-a-t-s-e-national-pension-fund-plan) — 15,401 participants

- [Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E.](https://planprovider.pro/companies/board-of-trustees-pension-fund-of-local-no-one-of-i-a-t-s-e-plan) — 2,260 participants

- [Warner Music Group](https://planprovider.pro/companies/warner-music-group-401k-plan) — 2,173 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-i-a-t-s-e-national-vacation-fund-237345994-501)

© 2026 PlanProvider.Pro