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Original filing (PDF)20251015021511NAL0001873155011
BOARD OF TRUSTEES-INTERNATIONAL ALLIANCE-THEATRICAL & STAGE
Form 5500
FILING_RECEIVED
INTERNATIONAL ALLIANCE OF THEATRICAL & STAGE EMPLOYEES LOCAL 17 RETIREMENT FUND
Defined-contribution retirement plan
Signals · 2
~120 bps in Sched C feesNo recordkeeper disclosed
Active participants
122
Accounts w/ balance
183
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
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 — 131% above peer band of 52 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-INTERNATIONAL ALLIANCE-THEATRICAL & STAGE.
Plan sponsor
Name
BOARD OF TRUSTEES-INTERNATIONAL ALLIANCE-THEATRICAL & STAGE
DBA
EMPLOYEES LOCAL 17 RET. FUND
EIN
94-6172485
Address
230 LEXINGTON GREEN CIRCLE · STE 400 · LEXINGTON, KY · 40503
Phone
(888) 999-7741
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
BOARD OF TRUSTEES-INTERNATIONAL ALLIANCE-THEATRICAL & STAGE
EIN
94-6172485
City
LEXINGTON, KY
Phone
(888) 999-7741
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
FRANK N HESTAND CPA PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | NEW YORK, NY | NONE | $55K | — |
| BENEFIT SOLUTIONS | — | — | NONE | $17K | — |
| UMR | 39-1995276 | LEXINGTON, KY | NONE | $13K | — |
| LEDBETTER PARISI LLC | 03-0599899 | CINCINNATI, OH | NONE | $10K | — |
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | NONE | $7K | — |
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.