Plan Snapshot

Plan Sponsor: Board Of Directors Producer-Writers Guild Of America Pension Plan
Sponsor EIN: 952216351
Sponsor Address: 2900 W. ALAMEDA AVENUE, SUITE 1100, BURBANK, CA, 915054220
Plan Type: DB
Total Participants: 8,873
Total Assets: $4.7B

Key Plan Design Features

Auto-Enrollment: No
Auto-Escalation: No
Allows Roth Contributions: No
Participant Loans: No
Participant-Directed Investments: No
ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

Year	Participants	Total Assets	Employer Contrib.	Employee Contrib.
2024	8,873	$4.7B	$179.5M	$0
2023	9,128	$4.5B	$138.9M	$0
2022	10,450	$4.3B	$202.9M	$0

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name	Role	Direct Compensation	Indirect Compensation	Total Fees
JP MORGAN	Recordkeeper	$1,140,032	—	$1,140,032
MEKETA INVESTMENT GROUP, INC.	Other Service Provider	$1,040,000	—	$1,040,000
DRIEHAUS	Other Service Provider	$855,850	—	$855,850
NIGRO KARLIN SEGAL & FELDSTEIN	Other Service Provider	$750,000	—	$750,000
METROPOLITAN WEST ASSET MANAGEMENT	Other Service Provider	$727,999	—	$727,999
ROBECO BOSTON PARTNERS	Other Service Provider	$683,512	—	$683,512
MCMORGAN AND COMPANY	Other Service Provider	$571,285	—	$571,285
ONE RIVER DYNAMIC CONVEXITY SP	Other Service Provider	$403,744	—	$403,744
EMPLOYEE 1008	Recordkeeper	$353,560	—	$353,560
SYSTEMATIC FINANCIAL GROUP	Other Service Provider	$327,458	$1,560	$329,018
WITHUMSMITH+BROWN PC	Auditor	$319,711	—	$319,711
WALTER SCOTT	Other Service Provider	$312,157	—	$312,157
RICE HALL JAMES & ASSOCIATES	Other Service Provider	$290,123	—	$290,123
KRAW LAW GROUP	Other Service Provider	$270,475	—	$270,475
SWITCH LTD	Other Service Provider	$265,726	—	$265,726
NTT AMERICA INC.	Other Service Provider	$250,633	—	$250,633
THE NORTHERN TRUST COMPANY	Other Service Provider	$232,500	—	$232,500
PROSKAUER ROSE LLP	ERISA Attorney	$210,297	—	$210,297
BROWN & BROWN OF MA, LLC	Other Service Provider	$207,612	—	$207,612
EMPLOYEE 1013	Recordkeeper	$201,226	—	$201,226
TWOTAIL ALPHA OFFSHORE FUND LTD	Other Service Provider	$198,660	—	$198,660
VITECH SYSTEMS GROUP, INC	Other Service Provider	$177,697	—	$177,697
ACADIAN ASSET MANAGEMENT	Other Service Provider	$169,242	—	$169,242
MILLIMAN, INC.	Recordkeeper	$167,255	—	$167,255
EMPLOYEE 1010	Recordkeeper	$162,716	—	$162,716
EMPLOYEE 4359	Recordkeeper	$157,682	—	$157,682
LOGICALIS INC	Other Service Provider	$143,657	—	$143,657
NTT AMERICA SOLUTIONS, INC	Other Service Provider	$130,391	—	$130,391
STATE STREET GLOBAL ADVISORS QSI IN	Investment Advisor	$118,995	—	$118,995
SIDEPATH, INC.	Other Service Provider	$116,142	—	$116,142
EMPLOYEE 7415	Recordkeeper	$111,713	—	$111,713
EMPLOYEE 1017	Recordkeeper	$109,954	—	$109,954
EMPLOYEE 1495	Recordkeeper	$108,372	—	$108,372
CHUBB	Insurance Carrier	$93,747	—	$93,747
EMPLOYEE 4935	Recordkeeper	$91,063	—	$91,063
THE HOUSE OF PRINTING, INC	Other Service Provider	$88,431	—	$88,431
GARTNER INC	Other Service Provider	$87,975	—	$87,975
TEKNITA LLC	Other Service Provider	$86,306	—	$86,306
EMPLOYEE 4305	Recordkeeper	$85,667	—	$85,667
EMPLOYEE 393	Recordkeeper	$84,368	—	$84,368
EMPLOYEE 3830	Recordkeeper	$84,193	—	$84,193
EMPLOYEE 3428	Recordkeeper	$84,153	—	$84,153
EMPLOYEE 6743	Recordkeeper	$83,803	—	$83,803
EMPLOYEE 5147	Recordkeeper	$83,794	—	$83,794
EMPLOYEE 4344	Recordkeeper	$82,715	—	$82,715
PAYDEN & RYGEL	Other Service Provider	$82,386	—	$82,386
EMPLOYEE 2669	Recordkeeper	$80,894	—	$80,894
EMPLOYEE 4348	Recordkeeper	$80,241	—	$80,241
PROPHIX SOFTWARE INC	Other Service Provider	$79,969	—	$79,969
EMPLOYEE 4230	Recordkeeper	$79,693	—	$79,693
EMPLOYEE 514	Recordkeeper	$78,748	—	$78,748
EMPLOYEE 2700	Recordkeeper	$76,987	—	$76,987
TECHNOLOGY MANAGEMENT CONCEPTS	Other Service Provider	$76,710	—	$76,710
EMPLOYEE 4244	Recordkeeper	$76,406	—	$76,406
OPUS INVESTMENT ADVISORS, LLC	Other Service Provider	$75,000	—	$75,000
EMPLOYEE 1842	Recordkeeper	$74,913	—	$74,913
INNOVEST SYSTEMS LLC	Other Service Provider	$74,866	—	$74,866
EMPLOYEE 8265	Recordkeeper	$74,250	—	$74,250
EMPLOYEE 9824	Recordkeeper	$73,653	—	$73,653
EMPLOYEE 9823	Recordkeeper	$71,865	—	$71,865
EMPLOYEE 4202	Recordkeeper	$71,333	—	$71,333
EMPLOYEE 6682	Recordkeeper	$68,850	—	$68,850
EMPLOYEE 6256	Recordkeeper	$68,116	—	$68,116
EMPLOYEE 9234	Recordkeeper	$66,688	—	$66,688
EMPLOYEE 6859	Recordkeeper	$65,354	—	$65,354
EMPLOYEE 5221	Recordkeeper	$63,965	—	$63,965
ORACLE AMERICA, INC.	Other Service Provider	$61,475	—	$61,475
EMPLOYEE 3336	Recordkeeper	$61,401	—	$61,401
EMPLOYEE 2388	Recordkeeper	$60,721	—	$60,721
EMPLOYEE 3941	Recordkeeper	$56,918	—	$56,918
NORTHERN TRUST GLOBAL INVESTMENTS M	Other Service Provider	$54,613	—	$54,613
EMPLOYEE 8237	Recordkeeper	$54,498	—	$54,498
EMPLOYEE 9947	Recordkeeper	$54,498	—	$54,498
EMPLOYEE 9032	Recordkeeper	$53,971	—	$53,971
THE HARTFORD	Insurance Carrier	$52,685	—	$52,685
EMPLOYEE 5175	Recordkeeper	$51,196	—	$51,196
EMPLOYEE 7542	Recordkeeper	$50,390	—	$50,390
EMPLOYEE 4272	Recordkeeper	$49,426	—	$49,426
AT&T	Other Service Provider	$48,658	—	$48,658
NORTHERN TRUST GLOBAL INVESTMENTS R	Other Service Provider	$47,715	—	$47,715
EMPLOYEE 4336	Recordkeeper	$44,362	—	$44,362
IRON MOUNTAIN (CA)	Other Service Provider	$43,031	—	$43,031
EMPLOYEE 2763	Recordkeeper	$42,905	—	$42,905
EMPLOYEE 4279	Recordkeeper	$41,453	—	$41,453
OKTA INC	Other Service Provider	$41,183	—	$41,183
EMPLOYEE 1021	Recordkeeper	$40,248	—	$40,248
ACCOUNTING PRINCIPALS	Other Service Provider	$38,973	—	$38,973
EMPLOYEE 4312	Recordkeeper	$37,543	—	$37,543
EMPLOYEE 4277	Recordkeeper	$36,715	—	$36,715
EMPLOYEE 4566	Recordkeeper	$36,059	—	$36,059
NORTHERN TRUST GLOBAL INVESTMENTS U	Other Service Provider	$35,668	—	$35,668
CAREER STRATEGIES INC	Other Service Provider	$33,908	—	$33,908
EMPLOYEE 1526	Recordkeeper	$32,604	—	$32,604
EMPLOYEE 4355	Recordkeeper	$31,960	—	$31,960
EMPLOYEE 4337	Recordkeeper	$31,304	—	$31,304
EMPLOYEE 4369	Recordkeeper	$30,627	—	$30,627
EMPLOYEE 4374	Recordkeeper	$30,441	—	$30,441
EMPLOYEE 7085	Recordkeeper	$30,439	—	$30,439
STATE STREET GLOBAL ADVISORS NATURA	Investment Advisor	$30,369	—	$30,369
EMPLOYEE 882	Recordkeeper	$29,956	—	$29,956
SEGAL CONSULTING	Recordkeeper	$29,730	—	$29,730
TENTEK INC	Other Service Provider	$29,072	—	$29,072
EMPLOYEE 86	Recordkeeper	$27,532	—	$27,532
EMPLOYEE 4343	Recordkeeper	$27,495	—	$27,495
EMPLOYEE 1963	Recordkeeper	$27,074	—	$27,074
EMPLOYEE 4168	Recordkeeper	$26,955	—	$26,955
EMPLOYEE 7704	Recordkeeper	$26,840	—	$26,840
SOFTWARE MGMT CONSULTANTS	Other Service Provider	$26,688	—	$26,688
EMPLOYEE 1011	Recordkeeper	$26,194	—	$26,194
NFP RETIREMENT, INC.	Investment Advisor	$25,994	—	$25,994
EMPLOYEE 9536	Recordkeeper	$25,770	—	$25,770
EMPLOYEE 2852	Recordkeeper	$25,552	—	$25,552
EMPLOYEE 5638	Recordkeeper	$25,020	—	$25,020
EMPLOYEE 6105	Recordkeeper	$24,884	—	$24,884
EMPLOYEE 8364	Recordkeeper	$24,616	—	$24,616
WINCOURSE TECHNOLOGIES LLC	Other Service Provider	$24,567	—	$24,567
EMPLOYEE 4107	Recordkeeper	$20,095	—	$20,095
DILIGENT CORPORATION	Other Service Provider	$19,834	—	$19,834
EMPLOYEE 7101	Recordkeeper	$19,096	—	$19,096
DELL MARKETING LP	Other Service Provider	$18,911	—	$18,911
EMPLOYEE 1263	Recordkeeper	$17,587	—	$17,587
IRON MOUNTAIN (NY)	Other Service Provider	$13,499	—	$13,499
VISUAL EDGE IT, INC	Other Service Provider	$12,427	—	$12,427
THOUGHTSPOT, INC	Other Service Provider	$12,285	—	$12,285
EMPLOYEE 8494	Recordkeeper	$11,931	—	$11,931
FEDEX	Other Service Provider	$11,556	—	$11,556
NORTHERN TRUST GLOBAL INVESTMENTS E	Other Service Provider	$11,339	—	$11,339
BG CONSULTING	Other Service Provider	$11,250	—	$11,250
1099 PRO	Other Service Provider	$10,075	—	$10,075
FRAGOMEN DEL RAY BERNSEN & LOWRY LL	Other Service Provider	$8,567	—	$8,567
FIRST NATIONAL BANK OF OMAHA (8090)	Other Service Provider	$8,555	—	$8,555
FIRST NATIONAL BANK OF OMAHA (7142)	Other Service Provider	$8,258	—	$8,258
EMPLOYEE 2807	Recordkeeper	$8,209	—	$8,209
FIRST NATIONAL BANK OF OMAHA (3886)	Other Service Provider	$7,929	—	$7,929
MELISSA SALMONS	Custodian / Trustee	$7,888	—	$7,888
ZIXCORP SYSTEMS INC	Other Service Provider	$6,176	—	$6,176
EMPLOYEE 6904	Recordkeeper	$5,427	—	$5,427
FORTRA LLC	Other Service Provider	$5,259	—	$5,259
ZOOM VIDEO COMMUNICATIONS INC	Other Service Provider	$5,066	—	$5,066

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

JP MORGAN — Recordkeeper
EMPLOYEE 1008 — Recordkeeper
WITHUMSMITH+BROWN PC — Auditor
PROSKAUER ROSE LLP — ERISA Attorney
EMPLOYEE 1013 — Recordkeeper
MILLIMAN, INC. — Recordkeeper
EMPLOYEE 1010 — Recordkeeper
EMPLOYEE 4359 — Recordkeeper
STATE STREET GLOBAL ADVISORS QSI IN — Investment Advisor
EMPLOYEE 7415 — Recordkeeper
EMPLOYEE 1017 — Recordkeeper
EMPLOYEE 1495 — Recordkeeper
CHUBB — Insurance Carrier
EMPLOYEE 4935 — Recordkeeper
EMPLOYEE 4305 — Recordkeeper
EMPLOYEE 393 — Recordkeeper
EMPLOYEE 3830 — Recordkeeper
EMPLOYEE 3428 — Recordkeeper
EMPLOYEE 6743 — Recordkeeper
EMPLOYEE 5147 — Recordkeeper
EMPLOYEE 4344 — Recordkeeper
EMPLOYEE 2669 — Recordkeeper
EMPLOYEE 4348 — Recordkeeper
EMPLOYEE 4230 — Recordkeeper
EMPLOYEE 514 — Recordkeeper
EMPLOYEE 2700 — Recordkeeper
EMPLOYEE 4244 — Recordkeeper
EMPLOYEE 1842 — Recordkeeper
EMPLOYEE 8265 — Recordkeeper
EMPLOYEE 9824 — Recordkeeper
EMPLOYEE 9823 — Recordkeeper
EMPLOYEE 4202 — Recordkeeper
EMPLOYEE 6682 — Recordkeeper
EMPLOYEE 6256 — Recordkeeper
EMPLOYEE 9234 — Recordkeeper
EMPLOYEE 6859 — Recordkeeper
EMPLOYEE 5221 — Recordkeeper
EMPLOYEE 3336 — Recordkeeper
EMPLOYEE 2388 — Recordkeeper
EMPLOYEE 3941 — Recordkeeper
EMPLOYEE 8237 — Recordkeeper
EMPLOYEE 9947 — Recordkeeper
EMPLOYEE 9032 — Recordkeeper
THE HARTFORD — Insurance Carrier
EMPLOYEE 5175 — Recordkeeper
EMPLOYEE 7542 — Recordkeeper
EMPLOYEE 4272 — Recordkeeper
EMPLOYEE 4336 — Recordkeeper
EMPLOYEE 2763 — Recordkeeper
EMPLOYEE 4279 — Recordkeeper
EMPLOYEE 1021 — Recordkeeper
EMPLOYEE 4312 — Recordkeeper
EMPLOYEE 4277 — Recordkeeper
EMPLOYEE 4566 — Recordkeeper
EMPLOYEE 1526 — Recordkeeper
EMPLOYEE 4355 — Recordkeeper
EMPLOYEE 4337 — Recordkeeper
EMPLOYEE 4369 — Recordkeeper
EMPLOYEE 4374 — Recordkeeper
EMPLOYEE 7085 — Recordkeeper
STATE STREET GLOBAL ADVISORS NATURA — Investment Advisor
EMPLOYEE 882 — Recordkeeper
SEGAL CONSULTING — Recordkeeper
EMPLOYEE 86 — Recordkeeper
EMPLOYEE 4343 — Recordkeeper
EMPLOYEE 1963 — Recordkeeper
EMPLOYEE 4168 — Recordkeeper
EMPLOYEE 7704 — Recordkeeper
EMPLOYEE 1011 — Recordkeeper
NFP RETIREMENT, INC. — Investment Advisor
EMPLOYEE 9536 — Recordkeeper
EMPLOYEE 2852 — Recordkeeper
EMPLOYEE 5638 — Recordkeeper
EMPLOYEE 6105 — Recordkeeper
EMPLOYEE 8364 — Recordkeeper
EMPLOYEE 4107 — Recordkeeper
EMPLOYEE 7101 — Recordkeeper
EMPLOYEE 1263 — Recordkeeper
EMPLOYEE 8494 — Recordkeeper
EMPLOYEE 2807 — Recordkeeper
MELISSA SALMONS — Custodian / Trustee
EMPLOYEE 6904 — Recordkeeper

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

Total Service Provider Fees: $16,048,153
Estimated Expense Ratio: 0.343% of plan assets

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year	Total Admin Expenses	Investment Mgmt Fees	Contract Admin Fees	IQPA Audit Fees	Professional Fees
2024	$20,833,353	$9,048,463	—	$272,040	—
2023	$19,698,591	$8,306,788	—	$345,023	—
2022	$18,369,608	$7,222,131	—	—	$1,661,103

Board Of Directors Producer-Writers Guild Of America Pension Plan DB Plan