Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Stage Employees Local No. 18 Retirement
- Sponsor EIN: 396224262
- Sponsor Address: 1110 N OLD WORLD 3RD ST, MILWAUKEE, WI, 532031117
- Plan Type: DC
- Total Participants: 758
- Total Assets: $16.7M
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 | 758 | $16.7M | $1.2M | $0 |
| 2023 | 480 | $16.3M | $1.0M | $0 |
| 2022 | 451 | $14.7M | $917,563 | $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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $50,200 | — | $50,200 |
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: $50,200
- Estimated Expense Ratio: 0.300% 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 | $135,628 | $69,857 | $2,470 | $50,200 | — |
| 2023 | $154,567 | $92,563 | $14,702 | $18,337 | — |
| 2022 | $187,462 | $130,697 | $22,783 | — | $16,504 |