Plan Snapshot
- Plan Sponsor: United Scenic Artists, Local 829
- Sponsor EIN: 363945238
- Sponsor Address: 140 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632
- Plan Type: 401(k)
- Total Participants: 2,519
- Total Assets: $217.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,519 | $217.5M | $424,633 | $11.1M |
| 2023 | 2,361 | $192.6M | $405,740 | $7.4M |
| 2022 | 2,251 | $166.0M | $358,267 | $11.9M |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC. | Other Service Provider | $129,099 | — | $129,099 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $77,961 | — | $77,961 |
| SPIVAK LIPTON | Other Service Provider | $72,534 | — | $72,534 |
| SIKICH CPA LLC | Auditor | $61,300 | — | $61,300 |
| VANGUARD | Other Service Provider | $34,942 | — | $34,942 |
| SCHULTHEIS & PANETTIERI | Auditor | $26,254 | — | $26,254 |
| MARQUETTE ASSOCIATES | Other Service Provider | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- SIKICH CPA LLC — Auditor
- SCHULTHEIS & PANETTIERI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $427,090
- Estimated Expense Ratio: 0.196% 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 | $455,943 | $25,000 | — | $87,554 | — |
| 2023 | $485,233 | $25,000 | — | $54,000 | — |
| 2022 | $585,907 | — | — | — | $585,907 |