Plan Snapshot
- Plan Sponsor: International Alliance Theatrical Stage Employees Local 11
- Sponsor EIN: 041472000
- Sponsor Address: 152 OLD COLONY AVE. #25, SOUTH BOSTON, MA, 02127
- Plan Type: 401(k)
- Total Participants: 1,256
- Total Assets: $42.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,256 | $42.1M | $1.4M | $2.2M |
| 2023 | 1,365 | $35.5M | $1.2M | $1.9M |
| 2022 | 1,332 | $28.9M | $1.1M | $1.4M |
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 |
|---|---|---|---|---|
| D'ARCANGELO & CO., LLP | Auditor | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D'ARCANGELO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,500
- Estimated Expense Ratio: 0.042% 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 | $133,914 | $2,577 | — | $17,500 | — |
| 2023 | $126,763 | $110 | — | — | — |
| 2022 | $149,403 | $18,479 | $91,373 | — | $39,551 |