# Trustees-Theatrical Stage Employees Union Local No. 27 DB Plan
Source: https://planprovider.pro/companies/trustees-theatrical-stage-employees-union-local-no-27-defined-benefit-plan

> Trustees-Theatrical Stage Employees Union Local No. 27's DB plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| QUAYLE CO. SECURITIES|N/A|$45,578|—|$45,578|

| SEGAL CONSULTING|N/A|$39,788|—|$39,788|

| NEITZEL, LUKE & SALOPEK, INC.|N/A|$19,310|—|$19,310|

| WESTLAKE CENTER PROPERTIES LLC|N/A|$12,000|—|$12,000|

| FUSCO GALLAGHER PORCARO MONROE LLP|N/A|$5,235|—|$5,235|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEITZEL, LUKE & SALOPEK, INC.](https://planprovider.pro/provider/neitzel-luke-and-salopek-inc) — N/A

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,911

- **Estimated Expense Ratio:** 0.820% 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|$267,143|$45,578|—|—|—|

| 2023|$281,974|$41,212|—|—|—|

| 2022|$257,161|$40,691|$1,750|—|$60,091|

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