Plan Snapshot
- Plan Sponsor: Theatrical Teamsters Local 817 Pension Fund
- Sponsor EIN: 112610489
- Sponsor Address: 817 OLD CUTTERMILL ROAD, GREAT NECK, NY, 11021
- Plan Type: DB
- Total Participants: 1,251
- Total Assets: $752.8M
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 | 1,251 | $752.8M | $31.2M | $0 |
| 2023 | 1,079 | $625.3M | $19.3M | $0 |
| 2022 | 1,488 | $566.3M | $35.3M | $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 |
|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES | Other Service Provider | $510,354 | — | $510,354 |
| TERRACAP MANAGEMENT, LLC | Other Service Provider | $453,188 | — | $453,188 |
| CAPITAL ASSET ADVISORS | Other Service Provider | $200,000 | — | $200,000 |
| ENTRUST PARTNERS OFFSHORE, LP | Other Service Provider | $63,838 | — | $63,838 |
| THE SEGAL COMPANY | Other Service Provider | $44,973 | — | $44,973 |
| US BANK | Recordkeeper | $44,250 | — | $44,250 |
| FRIEDMAN & ANSPACH | Other Service Provider | $39,693 | — | $39,693 |
| KATHLEEN KREINBIHL | Other Service Provider | $33,385 | — | $33,385 |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | Auditor | $26,350 | — | $26,350 |
| MIZZEN CAPITAL | Other Service Provider | $19,296 | — | $19,296 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- MSPC CERTIFIED PUBLIC ACCOUNTANTS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,435,327
- Estimated Expense Ratio: 0.191% 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 | $1,766,386 | $710,354 | — | $26,650 | — |
| 2023 | $1,633,143 | $675,595 | — | $24,768 | — |
| 2022 | $1,834,747 | $1,418,031 | — | — | $99,266 |