Plan Snapshot
- Plan Sponsor: Trustees-Theatrical Stage Employees Union Local No. 27
- Sponsor EIN: 341403927
- Sponsor Address: 25000 CENTER RIDGE ROAD, SUITE 8, WESTLAKE, OH, 44145
- Plan Type: DB
- Total Participants: 136
- Total Assets: $14.9M
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 | 136 | $14.9M | $745,568 | $0 |
| 2023 | 95 | $13.3M | $572,927 | $0 |
| 2022 | 181 | $12.1M | $768,752 | $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 |
|---|---|---|---|---|
| NEITZEL, LUKE & SALOPEK, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEITZEL, LUKE & SALOPEK, INC. — 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 | $267,143 | $45,578 | — | — | — |
| 2023 | $281,974 | $41,212 | — | — | — |
| 2022 | $257,161 | $40,691 | $1,750 | — | $60,091 |