Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Iatse Local 764 401k Plan
- Sponsor EIN: 134140534
- Sponsor Address: 545 WEST 45TH STREET, NEW YORK, NY, 10036
- Plan Type: DC
- Total Participants: 1,841
- Total Assets: $100.0M
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 | 1,841 | $100.0M | $0 | $6.9M |
| 2023 | 1,767 | $84.1M | $0 | $5.2M |
| 2022 | 1,880 | $70.4M | $0 | $7.1M |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | NONE | $99,171 | — | $99,171 |
| SCHULTHEIS & PANETTIERI, LLP | AUDITOR | $25,000 | — | $25,000 |
| SPIVAK LIPTON, LLP | ATTORNEY | $17,563 | — | $17,563 |
| REYNOLDS CONSULTING SERVICES LLC | NONE | $15,251 | — | $15,251 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,985
- Estimated Expense Ratio: 0.157% 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 | $182,944 | $15,251 | $99,171 | $25,000 | — |
| 2023 | $176,944 | $13,750 | $96,788 | $24,000 | — |
| 2022 | $176,658 | $13,750 | $97,289 | — | $43,917 |