Back to filter
Original filing (PDF)20251015104116NAL0005828352001
IATSE 127
Form 5500
FILING_RECEIVED
IATSE LOCAL 127 PENSION PLAN
Defined-contribution retirement plan
Signals · 3
1 failed disclosure26% in single holding~87 bps in Sched C fees
Active participants
2,572
Accounts w/ balance
1,080
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 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
85
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity Fid Freedom 2020" is 26% of plan.
- 87 bps in Schedule C fees — 67% above peer band of 52 bps.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IATSE 127.
Plan sponsor
Name
IATSE 127
EIN
75-1084998
Address
2710 LIVE OAK STREET · DALLAS, TX · 75204
Phone
(469) 755-3417
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
WATSON FINANCIAL LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TJ ADVISORS LLC | 81-4325266 | — | AUDITOR | $39K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
54 direct securities· $8.5M(98% of reported assets)
Uncategorized
$8.4M
53 holdings
Mutual Funds
$124K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fid Freedom 2020 | — | — | — | $2.3M | 25.9% | |
| Fidelity Fid Freedom 2030 | — | — | — | $891K | 10.2% | |
| Fidelity Fid Freedom 2040 | — | — | — | $547K | 6.3% | |
| Fidelity Gov Cash Reserve | — | — | — | $539K | 6.2% | |
| Fidelity Fid Freedom 2060 | — | — | — | $483K | 5.6% | |
| Fidelity Fid Freedom 2010 | — | — | — | $462K | 5.3% | |
| Fidelity Fid Freedom 2050 | — | — | — | $429K | 4.9% | |
| Fidelity Fid Freedom 2045 | — | — | — | $353K | 4.1% | |
| Fidelity Fid Freedom 2055 | — | — | — | $273K | 3.1% | |
| Fidelity Fid Freedom 2035 | — | — | — | $255K | 2.9% | |
| Fidelity Fid Freedom Income | — | — | — | $215K | 2.5% | |
| Fidelity Fid Govt Money Market Premium | — | — | — | $195K | 2.2% | |
| Fidelity Fid Otc Portfolio | — | — | — | $157K | 1.8% | |
| Fidelity Fid Sel Energy | — | — | — | $157K | 1.8% | |
| Fidelity Fid Blue Chip Gr | — | — | — | $155K | 1.8% | |
| s * Fidelity Fid 500 Index | Mutual Funds | — | — | $124K | 1.4% | |
| Fidelity Treasury Only Money Market | — | — | — | $120K | 1.4% | |
| Fidelity Fid Growth & Inc | — | — | — | $111K | 1.3% | |
| Fidelity Fid Freedom 2025 | — | — | — | $80K | 0.9% | |
| Fidelity Fid Sel Technology | — | — | — | $71K | 0.8% | |
| Fidelity Fid Lt Tr Bd Idx ** 169 * Fidelity Fid Mid Cap Idx | — | — | — | $66K | 0.8% | |
| Fidelity Fid Sel Software | — | — | — | $59K | 0.7% | |
| Fidelity Fid Infl Pr Bd Idx ** 927 * Fidelity Fid Intl Index | — | — | — | $58K | 0.7% | |
| Fidelity Fid Sm Cap Idx | — | — | — | $57K | 0.7% | |
| Fidelity Fid Sel Natural Res ** 945 * Fidelity Fid Sel Retailing | — | — | — | $46K | 0.5% | |
| Fidelity Fid Capital Apprec | — | — | — | $44K | 0.5% | |
| Fidelity Fid Sel Healthcare | — | — | — | $36K | 0.4% | |
| Fidelity Fid Intm Tr Bd Idx ** 918 * Fidelity Fid Low Priced Stk | — | — | — | $31K | 0.4% | |
| Fidelity Fid US Bond Idx | — | — | — | $28K | 0.3% | |
| Fidelity Fid Total Mkt Idx | — | — | — | $27K | 0.3% | |
| Fidelity Fid Freedom 2015 | — | — | — | $23K | 0.3% | |
| Fidelity Fid Sel Semiconduct | — | — | — | $22K | 0.3% | |
| Fidelity Fid Contrafund ** 244 * Fidelity Fid Dividend Gr | — | — | — | $20K | 0.2% | |
| Fidelity Fid St Tr Bd Idx ** 955 * Fidelity Fid Total Bond | — | — | — | $15K | 0.2% | |
| Fidelity Fid Sel Insurance | — | — | — | $15K | 0.2% | |
| Fidelity Fid Emerging Asia ** 665 * Fidelity Fid Emerging Mkts | — | — | — | $15K | 0.2% | |
| Money Market Funds * Fidelity Fid Govt Money Market | — | — | — | $12K | 0.1% | |
| Fidelity Fid Balanced | — | — | — | $11K | 0.1% | |
| Fidelity Fid Puritan | — | — | — | $10K | 0.1% | |
| Fidelity Fid Growth Company | — | — | — | $10K | 0.1% | |
| Fidelity Fid Sel Constr/House | — | — | — | $9K | 0.1% | |
| Fidelity Fid Sel Utilities | — | — | — | $7K | <0.1% | |
| Fidelity Fid Sel Automotive | — | — | — | $5K | <0.1% | |
| Fidelity Fid Real Estate Idx | — | — | — | $5K | <0.1% | |
| Fidelity Fid Fidelity Fund ** 54 * Fidelity Fid Focused Stock | — | — | — | $4K | <0.1% | |
| Fidelity Fid Sel Fintech | — | — | — | $4K | <0.1% | |
| Fidelity Fid Sel Biotech | — | — | — | $3K | <0.1% | |
| Fidelity Fid Sel Brokerage | — | — | — | $3K | <0.1% | |
| Fidelity Fid Sel Tec Hardware | — | — | — | $2K | <0.1% | |
| Fidelity Fid Sel Comm Serv | — | — | — | $2K | <0.1% | |
| Fidelity Fid Sel Gold | — | — | — | $2K | <0.1% | |
| Fidelity Fid Sel Hth Care Svc | — | — | — | $2K | <0.1% | |
| Fidelity Fid Eq Div Income ** 152 * Fidelity Fid Extd Mkt Idx | — | — | — | $1K | <0.1% | |
| Fidelity Fid Freedom 2065 | — | — | — | $1K | <0.1% |
Related plans
Similar-size Arts, Entertainment, Recreation plans
ROBERT W. WOODRUFF ARTS CENTER, INC
PENSION RETIREMENT PLAN FOR THE CONTRACT MUSICIANS OF THE ASO
$8.6M · 22 participants
PITTSBURGH BALLET THEATRE, INC.
PITTSBURGH BALLET DEFINED CONTRIBUTION PLAN
$8.8M · 73 participants
OLD GLOBE THEATRE
THE OLD GLOBE 401(K) PLAN
$8.8M · 86 participants
PERFORMING ARTS CENTER TRUST, INC.
ARSHT CENTER 401(K) PLAN
$8.8M · 105 participants
PROVIDENCE PERFORMING ARTS CENTER
PROVIDENCE PERFORMING ARTS CENTER DEFINED CONTRIBUTION PLAN
$8.9M · 126 participants
BOARD OF TRUSTEES-INTERNATIONAL ALLIANCE-THEATRICAL & STAGE
INTERNATIONAL ALLIANCE OF THEATRICAL & STAGE EMPLOYEES LOCAL 17 RETIREMENT FUND
$8.4M · 122 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants