Retirement plan

I A T S E LOCAL 764 401K PLAN

Name: BOARD OF TRUSTEES OF THE IATSE LOCAL 764 401K PLAN - I A T S E LOCAL 764 401K PLAN (2025) Form 5500
Creator: BOARD OF TRUSTEES OF THE IATSE LOCAL 764 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, I A T S E LOCAL 764 401K PLAN, BOARD OF TRUSTEES OF THE IATSE LOCAL 764 401K PLAN

BOARD OF TRUSTEES OF THE IATSE LOCAL 764 401K PLANEIN 13-4140534Plan #004PY 2025

545 WEST 45TH STREET - NEW YORK, NY 10036212-957-3500LinkedIn1001-5000 employeesinsurance

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$117.1M

+17.1% from 2024

Total participants

1,919

+1.7% from 2024

Average account balance

$84,358

+14.3% from 2024

Annual return

14.46%

-0.08 pp from 2024

Benchmarks

See 31 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants1,000-4,999

Cohort31 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$117.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$84K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,388

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

71.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.46%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$158

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 · EIN 84-0467907	Direct Payment	$103,081
SPIVAK LIPTON LLP11+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495	Legal	$44,463
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780	Accounting	$26,000
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564	Advisory (Plan)	$15,250

Plan features & details

Pension benefit codes2E2F2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$219K

$117 / participant

Investment mgmt$15K7.0%
Legal$44K20.3%
Contract admin$103K47.0%
Other / not subdivided$56K25.7%

% of EOY assets

0.187%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SCHULTHEIS & PANETTIERI, LLP
Auditor EIN: 131577780
Audit fees: $26,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,358

$90,621-6.9%

$120,225-29.8%

$103,975-18.9%

Participation rate

71.7%

53.5%+18.2pp

69.6%+2.1pp

72.5%-0.9pp

Annual return

14.46%

16.48%-2.0pp

439.23%-424.8pp

19.41%-5.0pp

Employer contribution / active EE

$4,227-100.0%

$3,475-100.0%

$3,722-100.0%

Participant deferral / active EE

$3,438

$3,312+3.8%

$3,999-14.0%

$5,343-35.7%

Admin fee / account holder

$158

$428-63.1%

$5,696-97.2%

$332-52.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO

Service code 50 · EIN 84-0467907

Direct Payment

$103,081

SPIVAK LIPTON LLP11+ years

Filed as: SPIVAK LIPTON, LLP

Service code 29 · EIN 13-3494495

Legal

$44,463

SCHULTHEIS & PANETTIERI, LLP11+ years

Service code 10 · EIN 13-1577780

Accounting

$26,000

REYNOLDS CONSULTING SERVICES3 years

Filed as: REYNOLDS CONSULTING SERVICES LLC

Service code 27 · EIN 20-1899564

Advisory (Plan)

$15,250

I A T S E LOCAL 764 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I A T S E LOCAL 764 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion