Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees, I.A.T.S.E. Local 33 Section 401(K)401(k)

I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Board of Trustees, I.A.T.S.E. Local 33 Section 401(K) reported $470,539 in plan administrative expenses for 2024: 0.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $720 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 2 years on file its reported administrative ratio rose from 0.12% to 0.13%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 340th-largest of 9,483 plans among California employers on file, and the 30th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 7,477 to 8,243 since 2022.

Plan summary
Net assets, end of year$380,875,269
Participants with balances5,838
Active participants8,243
Employer contributions$5,931,254
Employee contributions$8,072,748
Employer contribution per active participant$720
Average account balance$65,241
Benefits paid to participants$21,769,037
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$380.9M · 5,838 accts · $5.9M emplr
2023$341.9M · 5,941 accts · $6.0M emplr
2022$295.4M · 5,635 accts · $5.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$195,471
Investment management$62,424
Audit (IQPA)$34,350
Trustee / custodial$3,660
Total administrative$470,539
The Board of Trustees, I.A.T.S.E. Local 33 Section 401(K) 401(k) match · 2024
Employer contribution per active participant$720
Median for plans this size$4,294
2024$720 per active participant
2023$740 per active participant
2022$768 per active participant

Board of Trustees, I.A.T.S.E. Local 33 Section 401(K)'s 2024 employer contribution ran below the $4,294 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 · 20247
BENEFIT PROGRAMS ADMINISTRATION · Plan administrator · Recordkeeping$183,043
GILBERT & SACKMAN · Legal$91,505
ALAN D BILLER ASSOCIATES · Investment advisory (plan)$62,424
MILLER KAPLAN ARASE LLP · Accounting / audit$34,350
BERRY AND CO CPA'S · Accounting / audit$12,428
MILLIMAN, INC. · Pension consulting$10,000
IRON MOUNTAIN · Other services$7,919

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

Recordkeeper by year2
2024BENEFIT PROGRAMS ADMINISTRATION
2023BENEFIT PROGRAMS ADMINISTRATION

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Administrative cost history3
2024$470,539 · 0.13%
2023$444,256 · 0.14%
2022$401,255 · 0.12%
Similar plansArts, Entertainment & Recreation · California
Endeavor Parent, LLC CA$638.0M · 0.08%
Creative Artists Agency, LLC CA$436.8M · 0.04%
The J. Paul Getty Trust CA$271.5M · 0.04%
United Talent Agency LLC CA$164.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953954078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.