# Iatse Local 8 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/iatse-local-8-annuity-fund-plan

> Iatse Local 8 Annuity Fund's DC plan: 3,137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iatse Local 8 Annuity Fund

- **Sponsor EIN:** 232785557

- **Sponsor Address:** 485 DEVON PARK DR STE 201, WAYNE, PA, 190871807

- **Plan Type:** DC

- **Total Participants:** 3,137

- **Total Assets:** $69.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,137|$69.4M|$6.5M|$0|

| 2023|2,997|$63.5M|$5.6M|$0|

| 2022|2,927|$52.5M|$5.1M|$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|

| EMPOWER INSURANCE CO OF AMERICA|NONE|$152,702|—|$152,702|

| CLEARY JOSEM TRIGANNI LLP|NONE|$27,175|—|$27,175|

| ONEILL CONSULTING CORP|NONE|$25,200|—|$25,200|

| NOVAK FRANCELLA|NONE|$12,392|—|$12,392|

| ANTHONY M PONTARELLI CPA LLC|NONE|$8,500|—|$8,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $225,969

- **Estimated Expense Ratio:** 0.326% 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|$278,767|$45,971|$25,200|$8,500|—|

| 2023|$318,437|$40,259|$225,644|$7,000|—|

| 2022|$277,713|$39,790|$24,000|—|$26,240|

## Similar Plans

- [Sight & Sound Ministries, INC.](https://planprovider.pro/companies/sight-sound-ministries-inc-401k-plan) — 812 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iatse-local-8-annuity-fund-plan)

© 2026 PlanProvider.Pro