Plan Ledger DOL Form 5500 · updated monthly

International Alliance Theatrical Stage Employees Local 11401(k)

I.A.T.S.E. LOCAL 11 SECTION 401(K) PLAN · SOUTH BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

International Alliance Theatrical Stage Employees Local 11 reported $133,914 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,117 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 0.47% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 794th-largest of 2,726 plans among Massachusetts employers on file, and the 598th of 2,199 in information & media. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,120,630
Participants with balances787
Active participants1,256
Employer contributions$1,402,586
Employee contributions$2,230,816
Employer contribution per active participant$1,117
Average account balance$53,520
Benefits paid to participants$2,714,548
Plan auditUnmodified (clean) audit opinion
AuditorD'ARCANGELO & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.1M · 787 accts · $1.4M emplr
2023$35.5M · 759 accts · $1.2M emplr
2022$28.9M · 677 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Investment management$2,577
Audit (IQPA)$17,500
Total administrative$133,914
The International Alliance Theatrical Stage Employees Local 11 401(k) match · 2024
Employer contribution per active participant$1,117
Median for plans this size$2,416
2024$1,117 per active participant
2023$890 per active participant
2022$794 per active participant

International Alliance Theatrical Stage Employees Local 11's 2024 employer contribution ran below the $2,416 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 · 20246
BRIDGEWAY BENEFIT TECHNOLOGIES · Recordkeeping$12,819
BOT OF IATSE LOCAL 11$222,287
D'ARCANGELO & CO. LLP · Accounting / audit$17,500
THE ANGELL PENSION GROUP INC · Contract administrator$6,525
EMPOWER ADVISORY GROUP, LLC · Investment management$2,577
SBHU LIFE AGENCY INCindirect comp

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

Recordkeeper by year2
2024BRIDGEWAY BENEFIT TECHNOLOGIES
2023BRIDGEWAY BENEFIT TECHNOLOGIES

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

Administrative cost history3
2024$133,914 · 0.35%
2023$126,763 · 0.39%
2022$149,403 · 0.47%
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Source: U.S. Department of Labor, Form 5500 series, EIN 041472000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.