Plan Snapshot
- Plan Sponsor: Int'L Alliance Of Theatrical Stage Employees - Local 22 Pension Fund
- Sponsor EIN: 526152307
- Sponsor Address: 11247 C LOCKWOOD DR, SILVER SPRING, MD, 209014556
- Plan Type: DB
- Total Participants: 518
- Total Assets: $126.2M
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 | 518 | $126.2M | $3.1M | $0 |
| 2023 | 662 | $112.1M | $2.4M | $0 |
| 2022 | 341 | $97.2M | $2.1M | $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 |
|---|---|---|---|---|
| SARFINO AND RHOADES, LLP | Auditor | $30,850 | — | $30,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,850
- Estimated Expense Ratio: 0.024% 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 | $289,413 | $38,271 | $39,564 | $30,850 | — |
| 2023 | $327,714 | $32,304 | $44,004 | $26,350 | — |
| 2022 | $410,808 | $39,477 | $58,537 | — | $238,613 |