Plan Ledger DOL Form 5500 · updated monthly

Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse401(k)

ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE · MT. LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse reported $179,718 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $574 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.329%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 522nd-largest of 2,419 plans among New Jersey employers on file, and the 455th of 2,199 in information & media. In 2024, the employer put in $3.26 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$59,258,206
Participants with balances2,268
Active participants4,897
Employer contributions$2,808,920
Employee contributions$860,340
Employer contribution per active participant$574
Average account balance$26,128
Benefits paid to participants$1,439,798
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.3M · 2,268 accts · $2.8M emplr
2023$49.9M · 2,147 accts · $2.5M emplr
2022$42.5M · 2,014 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,184
Audit (IQPA)$25,000
Total administrative$179,718
The Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse 401(k) match · 2024
Employer contribution per active participant$574
Median for plans this size$3,635
2024$574 per active participant
2023$414 per active participant
2022$450 per active participant

Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FRANK M. VACCARO & ASSOCIATES, INC. · Contract administrator$91,367
SCHULTHEIS & PANETTIERI, LLP · Accounting / audit$47,817
SPIVAK LIPTON LLP · Legal$19,131
SEGAL SELECT INSURANCE SERVICES INC · Insurance brokerindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$179,718 · 0.33%
2023$150,692 · 0.33%
2022$151,072 · 0.33%
Similar plansInformation & Media · New Jersey
Enghouse Interactive NJ$102.7M · 0.16%
Workwave LLC NJ$89.6M · 0.13%
Majesco NJ$65.0M · 0.24%
Princeton University Press NJ$61.9M · 0.05%
Northstar Travel Media, LLC NJ$51.8M · 0.36%
The Wyanoke Group, Inc. NJ$48.2M · 0.03%
Canfield Scientific, Inc. NJ$46.2M · 0.15%
1111 Systems, Inc. NJ$44.3M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112613347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.