Board of Trustees-International Alliance-Theatrical & StageMoney purchase plan
INTERNATIONAL ALLIANCE OF THEATRICAL & STAGE EMPLOYEES LOCAL 17 RETIREMENT FUND · LEXINGTON, KY · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Board of Trustees-International Alliance-Theatrical & Stage reported $115,452 in plan administrative expenses for 2024: 1.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,352 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 1.432%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Kentucky (521st of 871), and 745th of 1,311 in arts, entertainment & recreation.
Board of Trustees-International Alliance-Theatrical & Stage's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 946172485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.