Board of Trustees of the Stage Employees Local No. 18 Retirement PlanMoney purchase plan
STAGE EMPLOYEES LOCAL NO 18 RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan reported $135,628 in plan administrative expenses for 2024: 0.82% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,648 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 fell from 1.16% to 0.82%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Wisconsin (984th of 1,936), and the 476th of 1,311 in arts, entertainment & recreation. active participation has grown from 451 to 758 since 2022.
Board of Trustees of the Stage Employees Local No. 18 Retirement Plan's 2024 employer contribution ran below the $2,416 median for plans its size. 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.
This plan has changed recordkeepers within these filings. If you left Board of Trustees of the Stage Employees Local No. 18 Retirement Plan before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 396224262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.