Plan Ledger DOL Form 5500 · updated monthly

Trustees - Iatse Local 27 Profit Sharing PlanProfit-sharing plan

IATSE LOCAL 27 PROFIT SHARING PLAN · WESTLAKE, OH · plan year 2024

Reported admin expense ratio · 2024
1.56%

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

Trustees - Iatse Local 27 Profit Sharing Plan reported $169,188 in plan administrative expenses for 2024: 1.56% of average plan assets, higher than ~90% of peers. Employer contributions averaged $886 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 1.56%. 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 Ohio (1,876th of 3,295), and the 638th of 1,311 in arts, entertainment & recreation. active participation has grown from 803 to 886 since 2022.

Plan summary
Net assets, end of year$11,360,032
Participants with balances4,814
Active participants886
Employer contributions$784,721
Employee contributions—
Employer contribution per active participant$886
Average account balance$2,360
Benefits paid to participants$868,351
Plan auditUnmodified (clean) audit opinion
AuditorNEITZEL, LUKE & SALOPEK, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 4,814 accts · $785K emplr
2023$10.3M · 4,510 accts · $667K emplr
2022$9.3M · 4,470 accts · $678K emplr
Administrative expenses, itemized · 2024
Investment management$41,551
Total administrative$169,188
Employer contributions to the Trustees - Iatse Local 27 Profit Sharing Plan plan · 2024
Employer contribution per active participant$886
Median for plans this size$2,416
2024$886 per active participant
2023$1,356 per active participant
2022$845 per active participant

Trustees - Iatse Local 27 Profit Sharing Plan'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 · 20243
QUAYLE CO. SECURITIES · Investment advisory (plan)$41,551
NEITZEL, LUKE & SALOPEK, INC. · Accounting / audit$18,340
FUSCO GALLAGHER & PORCARO LLP · Legal$3,980

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$169,188 · 1.56%
2023$148,587 · 1.52%
2022$147,895 · 1.49%
Similar plansArts, Entertainment & Recreation · Ohio
Holden Arboretum OH$9.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341783226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.