# Board Of Trustees Of The Stage Employees Local No. 18 Retirement DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-stage-employees-local-no-18-retirement-plan-plan

> Board Of Trustees Of The Stage Employees Local No. 18 Retirement's DC plan: 758 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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