# I.A.T.S.E. Local 21 401(k) Plan
Source: https://planprovider.pro/companies/i-a-t-s-e-local-21-401k-plan

> I.A.T.S.E. Local 21's 401(k) plan: 890 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.A.T.S.E. Local 21

- **Sponsor EIN:** 223585682

- **Sponsor Address:** 75 MAIN STREET, SUITE 103, MILLBURN, NJ, 07041

- **Plan Type:** 401(k)

- **Total Participants:** 890

- **Total Assets:** $17.9M

## 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|890|$17.9M|$803,476|$460,222|

| 2023|772|$15.5M|$724,413|$458,090|

| 2022|453|$13.1M|$651,770|$332,459|

## 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|

| PKF O'CONNOR DAVIES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PKF O'CONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$121,587|—|—|—|—|

| 2023|$72,144|—|—|—|—|

| 2022|$89,910|—|—|—|—|

## Similar Plans

- [New Jersey Performing Arts Center Corporation](https://planprovider.pro/companies/new-jersey-performing-arts-center-corporation-401k-plan) — 125 participants

- [Mccarter Theatre Company](https://planprovider.pro/companies/mccarter-theatre-center-403b-plan) — 88 participants

- [Gotta Dance, INC.](https://planprovider.pro/companies/gotta-dance-inc-plan) — 15 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/i-a-t-s-e-local-21-401k-plan)

© 2026 PlanProvider.Pro