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Original filing (PDF)20250415091507NAL0005537136003
BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUND
Form 5500
FILING_RECEIVED
IATSE LOCAL 38 PENSION PLAN
Defined-contribution retirement plan
Signals · 3
~120 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
1,002
Accounts w/ balance
1,387
Plan assets (EOY)
$36.2M
Net assets (EOY)
$35.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 120 bps in Schedule C fees — 313% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUND
EIN
38-2848288
Address
5600 NEW KING DRIVE, SUITE 330 · TROY, MI · 480980000
Phone
(248) 663-2449
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
BENDA, GRACE, STULZ & COMPANY, P,C,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | NONE | $207K | — |
| WATKINS PAWLICK CALATI PRIFTI, PC | 83-2893229 | — | NONE | $71K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 82-2454243 | — | NONE | $63K | — |
| WITHUMSMITH+BROWN, P.C. | — | BETHESDA, MD | NONE | $33K | — |
| TIC INTERNATIONAL CORPORATION | 13-2600875 | — | NONE | $24K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $13K | — |
| LEGGHIO & ISREAL, P.C. | 38-1971448 | — | NONE | $9K | — |
| BOYD WATERSON ASSET MANAGEMENT | 34-1922005 | — | NONE | $8K | — |
| UNITED ACTUARIAL SERERVICES | 35-2156428 | — | NONE | $6K | — |
| THE LONDON COMPANY | — | RICHMOND, VA | NONE | $0 | — |
| FIERA CAPITAL MANAGEMENT | — | LAFAYETTE, LA | NONE | $0 | — |
| JP MORGAN | — | KANSAS CITY, MO | NONE | $0 | — |
| ARISTOTLE CAPITAL MANAGEMENT | — | NEW YORK, NY | NONE | $0 | — |
| JOHN HANCOCK | — | BOSTON, MA | NONE | $0 | — |
| WESTERN ASSET MANAGEMENT | — | PASADENA, CA | NONE | $0 | — |
| COHEN & STEERS | — | NEW YORK, NY | NONE | $0 | — |
| CLEARBRIDGE INVESTMENTS, LLC | — | BALTIMORE, MD | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.