Plan Ledger DOL Form 5500 · updated monthly

Iatse 127Money purchase plan

IATSE LOCAL 127 PENSION PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.55%

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

Iatse 127 reported $45,835 in plan administrative expenses for 2023: 0.55% of average plan assets, above the peer median. Employer contributions averaged $343 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 0.36% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (3,235th of 5,688), and 724th of 1,311 in arts, entertainment & recreation. active participation has shrunk from 3,065 to 2,402 since 2022.

Plan summary
Net assets, end of year$8,933,968
Participants with balances953
Active participants2,402
Employer contributions$823,203
Employee contributions$0
Employer contribution per active participant$343
Average account balance$9,375
Benefits paid to participants$563,962
Plan auditUnmodified (clean) audit opinion
AuditorTJ ADVISORS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 1,080 accts · $871K emplr
2023$8.9M · 953 accts · $823K emplr
2022$7.6M · 833 accts · $437K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$26,499
Trustee / custodial$4,799
Total administrative$45,835
Employer contributions to the Iatse 127 plan · 2023
Employer contribution per active participant$343
Median for plans this size$1,308
2024$339 per active participant
2023$343 per active participant
2022$143 per active participant

Iatse 127's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Trustee (directed) · Loan processing$31,298
TJ ADVISORS$14,537

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$75,377 · 0.86%
2023$45,835 · 0.55%
2022$30,000 · 0.36%
Similar plansArts, Entertainment & Recreation · Texas
Player One Amusement Group TX$10.4M · 0.51%
Dallas Arboretum TX$9.7M · 0.32%
Alley Theatre TX$9.2M · 0.01%
Csi Aviation, Inc. TX$8.6M · 0.68%
Colonial Country Club TX$8.6M · 0.06%
Uslive Opco Inc TX$8.6M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751084998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.