Plan Snapshot
- Plan Sponsor: Board Of Trustees-International Alliance-Theatrical & Stage
- Sponsor EIN: 946172485
- Sponsor Address: 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503
- Plan Type: DC
- Total Participants: 122
- Total Assets: $8.4M
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 | 122 | $8.4M | $774,910 | $0 |
| 2023 | 142 | $7.7M | $786,678 | $0 |
| 2022 | 129 | $8.2M | $703,631 | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | NONE | $55,309 | — | $55,309 |
| BENEFIT SOLUTIONS | NONE | $16,855 | — | $16,855 |
| UMR | NONE | $12,500 | — | $12,500 |
| LEDBETTER PARISI LLC | NONE | $9,649 | — | $9,649 |
| FRANK N HESTAND CPA PSC | NONE | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — NONE
- FRANK N HESTAND CPA PSC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,313
- Estimated Expense Ratio: 1.202% 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 | $115,452 | $55,309 | $10,500 | $7,000 | — |
| 2023 | $139,189 | $54,935 | $11,040 | $7,000 | — |
| 2022 | $139,701 | $76,808 | $11,022 | — | $32,997 |