I.A.T.S.E. Staff Retirement Fund
Sponsored by Int'l Alliance Of Theatrical Stage Employees, M.,P.,T.,A., & A. · EIN 131575490 · Plan #001
- Total assets
- $72.4M
- Net assets
- $72.3M
- Active participants
- 129
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Custodial (securities), Investment management, Securities brokerage | $439,201 |
| The Segal Company Inc. | Actuarial, Consulting (general), Direct payment from the plan | $40,000 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $27,000 |
| Spivak Lipton Llp | Legal, Direct payment from the plan | $14,830 |