Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The American Federation Of Musicians And Employe
- Sponsor EIN: 516120204
- Sponsor Address: 14 PENN PLAZA, 12TH FLOOR, NEW YORK, NY, 10122
- Plan Type: DB
- Total Participants: 19,513
- Total Assets: $3.2B
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 | 19,513 | $3.2B | $81.4M | $0 |
| 2023 | 19,021 | $1.8B | $80.0M | $0 |
| 2022 | 18,826 | $1.7B | $58.7M | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $370,272 | — | $370,272 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $370,272
- Estimated Expense Ratio: 0.012% 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 | $28,939,835 | $11,864,366 | — | $370,272 | — |
| 2023 | $29,442,530 | $12,349,035 | — | $371,994 | — |
| 2022 | $20,621,225 | $8,601,819 | — | — | $1,577,801 |