# Board Of Trustees-International Alliance-Theatrical & Stage DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-international-alliance-theatrical-stage-plan

> Board Of Trustees-International Alliance-Theatrical & Stage's DC plan: 122 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-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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/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|

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