Original filing (PDF)20250926135330NAL0021803906001

BD OF TRUSTEES OF THE ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE

Name: BD OF TRUSTEES OF THE ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE — ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE, Form 5500 (2024)
Creator: BD OF TRUSTEES OF THE ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE

Form 5500

FILING_RECEIVED

ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

4,897

Accounts w/ balance

2,268

Plan assets (EOY)

$59.3M

Net assets (EOY)

$59.3M

How this plan invests

This plan

14 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES OF THE ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE.

Plan sponsor

Name

BD OF TRUSTEES OF THE ANNUITY FUND OF STAGE EMPLOYEES LOCAL 4 IATSE

EIN

11-2613347

Address

27 ROLAND AVENUE · MT. LAUREL, NJ · 08054

Phone

(856) 793-2501

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

SCHULTHEIS & PANETTIERI, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHULTHEIS & PANETTIERI, LLP	13-1577780	—	ACCOUNTANT	$48K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
SPIVAK LIPTON LLP	13-3494495	—	ATTORNEY	$19K	—

Investments

14 pooled funds· $19.5M(33% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
T ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$3.9M	6.5%
T ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$2.5M	4.3%
T ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$2.5M	4.2%
T ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$2.5M	4.2%
T ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$1.8M	3.0%
T ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$1.5M	2.5%
T ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$1.5M	2.5%
CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL GROUP · EIN 95-6810128 / PN 000	Pooled Separate Account	$1.1M	1.9%
T ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$841K	1.4%
T ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$668K	1.1%
T ROWE PRICE RETIREMENT 2005 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$348K	0.6%
T ROWE PRICE RETIREMENT 2065 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$297K	0.5%
T ROWE PRICE RETIREMENT 2010 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$76K	0.1%
T ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	$38K	<0.1%

1–14 of 14

Related plans

Other plans using FRANK M. VACCARO & ASSOCIATES, INC.

INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEES

INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY PENSION PLAN

$4.5B · 43,757 participants

LOCAL UNION 98 I.B.E.W. - TRUSTEES PROFIT SHARING PLAN

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN

$1.3B · 3,867 participants

BOARD OF TRUSTEES CWA/ITU NEGOTIATED PENSION PLAN

CWA/ITU NEGOTIATED PENSION PLAN

$1.0B · 1,369 participants

TRUSTEES UFCW LOCAL 1262 PENSION FUND

UFCW LOCAL 1262 & EMPLOYERS PENSION FUND

$1.0B · 4,449 participants

Name	EIN	Location	Relation	Direct comp	Indirect comp
FRANK M. VACCARO & ASSOCIATES, INC.	23-2148108	—	NONE	$91K	—
SEGAL SELECT INSURANCE SERVICES INC	46-0619194	—	NONE	$0	—