Retirement plan

STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN

Name: IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46 - STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN (2024) Form 5500
Creator: IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN, IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46

IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46EIN 62-1122780Plan #002PY 2024

211 DONELSON PIKE, BUILDING A, SUITE 202 - NASHVILLE, TN 37214615-885-1058LinkedIn51-200 employeescivic & social organization

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$5.4M

+16.4% from 2023

Total participants

251

+12.6% from 2023

Average account balance

$21,455

+1.5% from 2023

Annual return

10.06%

-4.57 pp from 2023

Benchmarks

See 2,059 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,059 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.36M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

250

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.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$730K

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

+10.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$167

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY8 years Service code 13 · EIN 42-0127290	Contract Administrator	$39,989
ASCENSUS LLC7 years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 13 · EIN 62-1700633	Contract Administrator	$11,240
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES Service code 13	Contract Administrator	$9,540
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 51-0120742	Advisory (Plan)	$9,510

Plan features & details

Pension benefit codes2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$42K

$191 / participant

Recordkeeping$42K100.0%

% of EOY assets

0.777%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HENDERSON HUTCHERSON & MCCULLOUGH
Auditor EIN: 621114363
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,455

$60,305-64.4%

$81,780-73.8%

$74,400-71.2%

Participation rate

99.5%

62.9%+36.7pp

72.4%+27.2pp

67.2%+32.3pp

Annual return

10.06%

16.89%-6.8pp

776.27%-766.2pp

1367.51%-1357.5pp

Employer contribution / active EE

$2,623-100.0%

$2,914-100.0%

$2,624-100.0%

Participant deferral / active EE

$3,349

$3,390-1.2%

$4,321-22.5%

$4,348-23.0%

Admin fee / account holder

$167

$1,484-88.8%

$7,384-97.7%

$1,944-91.4%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY8 years

Service code 13 · EIN 42-0127290

Contract Administrator

$39,989

ASCENSUS LLC7 years

Filed as: ACCESS RETIREMENT SERVICES LLC

Service code 13 · EIN 62-1700633

Contract Administrator

$11,240

ASCENSUS LLC1 year

Filed as: ACCESS RETIREMENT SERVICES

Service code 13

Contract Administrator

$9,540

UBS FINANCIAL SERVICES INC7 years

Service code 27 · EIN 51-0120742

Advisory (Plan)

$9,510

STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS 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