Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of United Scenic Artists Local 829 Retirement 401K P401(k)

UNITED SCENIC ARTIST LOCAL 829 RETIREMENT 401K PLAN · ENGLEWOOD CLIFFS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Board of Trustees of United Scenic Artists Local 829 Retirement 401K P reported $455,943 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $169 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 0.33% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 212th-largest of 2,419 plans among New Jersey employers on file, and the 77th of 3,341 in other services. In 2024, employees put in $26.03 for every $1.00 the employer contributed; active participation has grown from 2,251 to 2,519 since 2022.

Plan summary
Net assets, end of year$217,476,501
Participants with balances2,297
Active participants2,519
Employer contributions$424,633
Employee contributions$11,052,423
Employer contribution per active participant$169
Average account balance$94,678
Benefits paid to participants$13,636,474
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$217.5M · 2,297 accts · $425K emplr
2023$192.6M · 2,218 accts · $406K emplr
2022$166.0M · 2,221 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$241,702
Investment management$25,000
Audit (IQPA)$87,554
Trustee / custodial$2,606
Total administrative$455,943
The Board of Trustees of United Scenic Artists Local 829 Retirement 401K P 401(k) match · 2024
Employer contribution per active participant$169
Median for plans this size$3,635
2024$169 per active participant
2023$172 per active participant
2022$159 per active participant

Board of Trustees of United Scenic Artists Local 829 Retirement 401K P'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 · 20247
VANGUARD · Recordkeeping · Consulting$34,942
ZENITH AMERICAN SOLUTIONS INC. · Claims processing$129,099
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$77,961
SPIVAK LIPTON · Trustee$72,534
SIKICH CPA LLC · Accounting / audit$61,300
SCHULTHEIS & PANETTIERI · Accounting / audit$26,254
MARQUETTE ASSOCIATES · Trustee$25,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$455,943 · 0.22%
2023$485,233 · 0.27%
2022$585,907 · 0.33%
Similar plansOther Services · New Jersey
Itpeu Pension Fund NJ$172.4M · 1.27%
Thanexus, Inc. NJ$125.4M · 0.18%
GS1 US, Inc. NJ$101.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363945238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.