# Board Of Trustees Of The Iatse Local 764 401k Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-iatse-local-764-401k-plan-plan

> Board Of Trustees Of The Iatse Local 764 401k Plan's DC plan: 1,841 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 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](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:** $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|

## Similar Plans

- [Cirque Du Soleil Holding Usa Newco INC.](https://planprovider.pro/companies/cirque-du-soleil-holding-usa-newco-inc-401k-plan) — 1,992 participants

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

- [New York City Ballet, INC](https://planprovider.pro/companies/new-york-city-ballet-inc-403b-plan) — 1,370 participants

- [Metropolitan Opera Association, INC.](https://planprovider.pro/companies/metropolitan-opera-association-inc-403b-plan-010) — 859 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

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-iatse-local-764-401k-plan-plan)

© 2026 PlanProvider.Pro