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	NONE	$1,140,032	—	$1,140,032
MEKETA INVESTMENT GROUP, INC.	NONE	$1,040,000	—	$1,040,000
DRIEHAUS	NONE	$855,850	—	$855,850
NIGRO KARLIN SEGAL & FELDSTEIN	NONE	$750,000	—	$750,000
METROPOLITAN WEST ASSET MANAGEMENT	NONE	$727,999	—	$727,999
ROBECO BOSTON PARTNERS	NONE	$683,512	—	$683,512
MCMORGAN AND COMPANY	NONE	$571,285	—	$571,285
ONE RIVER DYNAMIC CONVEXITY SP	NONE	$403,744	—	$403,744
EMPLOYEE 1008	EMPLOYEE	$353,560	—	$353,560
SYSTEMATIC FINANCIAL GROUP	NONE	$327,458	$1,560	$329,018
WITHUMSMITH+BROWN PC	NONE	$319,711	—	$319,711
WALTER SCOTT	NONE	$312,157	—	$312,157
RICE HALL JAMES & ASSOCIATES	NONE	$290,123	—	$290,123
KRAW LAW GROUP	NONE	$270,475	—	$270,475
SWITCH LTD	NONE	$265,726	—	$265,726
NTT AMERICA INC.	NONE	$250,633	—	$250,633
THE NORTHERN TRUST COMPANY	NONE	$232,500	—	$232,500
PROSKAUER ROSE LLP	NONE	$210,297	—	$210,297
BROWN & BROWN OF MA, LLC	NONE	$207,612	—	$207,612
EMPLOYEE 1013	EMPLOYEE	$201,226	—	$201,226
TWOTAIL ALPHA OFFSHORE FUND LTD	NONE	$198,660	—	$198,660
VITECH SYSTEMS GROUP, INC	NONE	$177,697	—	$177,697
ACADIAN ASSET MANAGEMENT	NONE	$169,242	—	$169,242
MILLIMAN, INC.	NONE	$167,255	—	$167,255
EMPLOYEE 1010	EMPLOYEE	$162,716	—	$162,716
EMPLOYEE 4359	EMPLOYEE	$157,682	—	$157,682
LOGICALIS INC	NONE	$143,657	—	$143,657
NTT AMERICA SOLUTIONS, INC	NONE	$130,391	—	$130,391
STATE STREET GLOBAL ADVISORS QSI IN	NONE	$118,995	—	$118,995
SIDEPATH, INC.	NONE	$116,142	—	$116,142
EMPLOYEE 7415	EMPLOYEE	$111,713	—	$111,713
EMPLOYEE 1017	EMPLOYEE	$109,954	—	$109,954
EMPLOYEE 1495	EMPLOYEE	$108,372	—	$108,372
CHUBB	NONE	$93,747	—	$93,747
EMPLOYEE 4935	EMPLOYEE	$91,063	—	$91,063
THE HOUSE OF PRINTING, INC	NONE	$88,431	—	$88,431
GARTNER INC	NONE	$87,975	—	$87,975
TEKNITA LLC	NONE	$86,306	—	$86,306
EMPLOYEE 4305	EMPLOYEE	$85,667	—	$85,667
EMPLOYEE 393	EMPLOYEE	$84,368	—	$84,368
EMPLOYEE 3830	EMPLOYEE	$84,193	—	$84,193
EMPLOYEE 3428	EMPLOYEE	$84,153	—	$84,153
EMPLOYEE 6743	EMPLOYEE	$83,803	—	$83,803
EMPLOYEE 5147	EMPLOYEE	$83,794	—	$83,794
EMPLOYEE 4344	EMPLOYEE	$82,715	—	$82,715
PAYDEN & RYGEL	NONE	$82,386	—	$82,386
EMPLOYEE 2669	EMPLOYEE	$80,894	—	$80,894
EMPLOYEE 4348	EMPLOYEE	$80,241	—	$80,241
PROPHIX SOFTWARE INC	NONE	$79,969	—	$79,969
EMPLOYEE 4230	EMPLOYEE	$79,693	—	$79,693
EMPLOYEE 514	EMPLOYEE	$78,748	—	$78,748
EMPLOYEE 2700	EMPLOYEE	$76,987	—	$76,987
TECHNOLOGY MANAGEMENT CONCEPTS	NONE	$76,710	—	$76,710
EMPLOYEE 4244	EMPLOYEE	$76,406	—	$76,406
OPUS INVESTMENT ADVISORS, LLC	NONE	$75,000	—	$75,000
EMPLOYEE 1842	EMPLOYEE	$74,913	—	$74,913
INNOVEST SYSTEMS LLC	NONE	$74,866	—	$74,866
EMPLOYEE 8265	EMPLOYEE	$74,250	—	$74,250
EMPLOYEE 9824	EMPLOYEE	$73,653	—	$73,653
EMPLOYEE 9823	EMPLOYEE	$71,865	—	$71,865
EMPLOYEE 4202	EMPLOYEE	$71,333	—	$71,333
EMPLOYEE 6682	EMPLOYEE	$68,850	—	$68,850
EMPLOYEE 6256	EMPLOYEE	$68,116	—	$68,116
EMPLOYEE 9234	EMPLOYEE	$66,688	—	$66,688
EMPLOYEE 6859	EMPLOYEE	$65,354	—	$65,354
EMPLOYEE 5221	EMPLOYEE	$63,965	—	$63,965
ORACLE AMERICA, INC.	NONE	$61,475	—	$61,475
EMPLOYEE 3336	EMPLOYEE	$61,401	—	$61,401
EMPLOYEE 2388	EMPLOYEE	$60,721	—	$60,721
EMPLOYEE 3941	EMPLOYEE	$56,918	—	$56,918
NORTHERN TRUST GLOBAL INVESTMENTS M	NONE	$54,613	—	$54,613
EMPLOYEE 8237	EMPLOYEE	$54,498	—	$54,498
EMPLOYEE 9947	EMPLOYEE	$54,498	—	$54,498
EMPLOYEE 9032	EMPLOYEE	$53,971	—	$53,971
THE HARTFORD	NONE	$52,685	—	$52,685
EMPLOYEE 5175	EMPLOYEE	$51,196	—	$51,196
EMPLOYEE 7542	EMPLOYEE	$50,390	—	$50,390
EMPLOYEE 4272	EMPLOYEE	$49,426	—	$49,426
AT&T	NONE	$48,658	—	$48,658
NORTHERN TRUST GLOBAL INVESTMENTS R	NONE	$47,715	—	$47,715
EMPLOYEE 4336	EMPLOYEE	$44,362	—	$44,362
IRON MOUNTAIN (CA)	NONE	$43,031	—	$43,031
EMPLOYEE 2763	EMPLOYEE	$42,905	—	$42,905
EMPLOYEE 4279	EMPLOYEE	$41,453	—	$41,453
OKTA INC	NONE	$41,183	—	$41,183
EMPLOYEE 1021	EMPLOYEE	$40,248	—	$40,248
ACCOUNTING PRINCIPALS	NONE	$38,973	—	$38,973
EMPLOYEE 4312	EMPLOYEE	$37,543	—	$37,543
EMPLOYEE 4277	EMPLOYEE	$36,715	—	$36,715
EMPLOYEE 4566	EMPLOYEE	$36,059	—	$36,059
NORTHERN TRUST GLOBAL INVESTMENTS U	NONE	$35,668	—	$35,668
CAREER STRATEGIES INC	NONE	$33,908	—	$33,908
EMPLOYEE 1526	EMPLOYEE	$32,604	—	$32,604
EMPLOYEE 4355	EMPLOYEE	$31,960	—	$31,960
EMPLOYEE 4337	EMPLOYEE	$31,304	—	$31,304
EMPLOYEE 4369	EMPLOYEE	$30,627	—	$30,627
EMPLOYEE 4374	EMPLOYEE	$30,441	—	$30,441
EMPLOYEE 7085	EMPLOYEE	$30,439	—	$30,439
STATE STREET GLOBAL ADVISORS NATURA	NONE	$30,369	—	$30,369
EMPLOYEE 882	EMPLOYEE	$29,956	—	$29,956
SEGAL CONSULTING	NONE	$29,730	—	$29,730
TENTEK INC	NONE	$29,072	—	$29,072
EMPLOYEE 86	EMPLOYEE	$27,532	—	$27,532
EMPLOYEE 4343	EMPLOYEE	$27,495	—	$27,495
EMPLOYEE 1963	EMPLOYEE	$27,074	—	$27,074
EMPLOYEE 4168	EMPLOYEE	$26,955	—	$26,955
EMPLOYEE 7704	EMPLOYEE	$26,840	—	$26,840
SOFTWARE MGMT CONSULTANTS	NONE	$26,688	—	$26,688
EMPLOYEE 1011	EMPLOYEE	$26,194	—	$26,194
NFP RETIREMENT, INC.	NONE	$25,994	—	$25,994
EMPLOYEE 9536	EMPLOYEE	$25,770	—	$25,770
EMPLOYEE 2852	EMPLOYEE	$25,552	—	$25,552
EMPLOYEE 5638	EMPLOYEE	$25,020	—	$25,020
EMPLOYEE 6105	EMPLOYEE	$24,884	—	$24,884
EMPLOYEE 8364	EMPLOYEE	$24,616	—	$24,616
WINCOURSE TECHNOLOGIES LLC	NONE	$24,567	—	$24,567
EMPLOYEE 4107	EMPLOYEE	$20,095	—	$20,095
DILIGENT CORPORATION	NONE	$19,834	—	$19,834
EMPLOYEE 7101	EMPLOYEE	$19,096	—	$19,096
DELL MARKETING LP	NONE	$18,911	—	$18,911
EMPLOYEE 1263	EMPLOYEE	$17,587	—	$17,587
IRON MOUNTAIN (NY)	NONE	$13,499	—	$13,499
VISUAL EDGE IT, INC	NONE	$12,427	—	$12,427
THOUGHTSPOT, INC	NONE	$12,285	—	$12,285
EMPLOYEE 8494	EMPLOYEE	$11,931	—	$11,931
FEDEX	NONE	$11,556	—	$11,556
NORTHERN TRUST GLOBAL INVESTMENTS E	NONE	$11,339	—	$11,339
BG CONSULTING	NONE	$11,250	—	$11,250
1099 PRO	NONE	$10,075	—	$10,075
FRAGOMEN DEL RAY BERNSEN & LOWRY LL	NONE	$8,567	—	$8,567
FIRST NATIONAL BANK OF OMAHA (8090)	NONE	$8,555	—	$8,555
FIRST NATIONAL BANK OF OMAHA (7142)	NONE	$8,258	—	$8,258
EMPLOYEE 2807	EMPLOYEE	$8,209	—	$8,209
FIRST NATIONAL BANK OF OMAHA (3886)	NONE	$7,929	—	$7,929
MELISSA SALMONS	TRUSTEE	$7,888	—	$7,888
ZIXCORP SYSTEMS INC	NONE	$6,176	—	$6,176
EMPLOYEE 6904	EMPLOYEE	$5,427	—	$5,427
FORTRA LLC	NONE	$5,259	—	$5,259
ZOOM VIDEO COMMUNICATIONS INC	NONE	$5,066	—	$5,066

Verified Provider Profiles

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

JP MORGAN — NONE
EMPLOYEE 1008 — EMPLOYEE
WITHUMSMITH+BROWN PC — NONE
PROSKAUER ROSE LLP — NONE
EMPLOYEE 1013 — EMPLOYEE
MILLIMAN, INC. — NONE
EMPLOYEE 1010 — EMPLOYEE
EMPLOYEE 4359 — EMPLOYEE
STATE STREET GLOBAL ADVISORS QSI IN — NONE
EMPLOYEE 7415 — EMPLOYEE
EMPLOYEE 1017 — EMPLOYEE
EMPLOYEE 1495 — EMPLOYEE
CHUBB — NONE
EMPLOYEE 4935 — EMPLOYEE
EMPLOYEE 4305 — EMPLOYEE
EMPLOYEE 393 — EMPLOYEE
EMPLOYEE 3830 — EMPLOYEE
EMPLOYEE 3428 — EMPLOYEE
EMPLOYEE 6743 — EMPLOYEE
EMPLOYEE 5147 — EMPLOYEE
EMPLOYEE 4344 — EMPLOYEE
EMPLOYEE 2669 — EMPLOYEE
EMPLOYEE 4348 — EMPLOYEE
EMPLOYEE 4230 — EMPLOYEE
EMPLOYEE 514 — EMPLOYEE
EMPLOYEE 2700 — EMPLOYEE
EMPLOYEE 4244 — EMPLOYEE
EMPLOYEE 1842 — EMPLOYEE
EMPLOYEE 8265 — EMPLOYEE
EMPLOYEE 9824 — EMPLOYEE
EMPLOYEE 9823 — EMPLOYEE
EMPLOYEE 4202 — EMPLOYEE
EMPLOYEE 6682 — EMPLOYEE
EMPLOYEE 6256 — EMPLOYEE
EMPLOYEE 9234 — EMPLOYEE
EMPLOYEE 6859 — EMPLOYEE
EMPLOYEE 5221 — EMPLOYEE
EMPLOYEE 3336 — EMPLOYEE
EMPLOYEE 2388 — EMPLOYEE
EMPLOYEE 3941 — EMPLOYEE
EMPLOYEE 8237 — EMPLOYEE
EMPLOYEE 9947 — EMPLOYEE
EMPLOYEE 9032 — EMPLOYEE
THE HARTFORD — NONE
EMPLOYEE 5175 — EMPLOYEE
EMPLOYEE 7542 — EMPLOYEE
EMPLOYEE 4272 — EMPLOYEE
EMPLOYEE 4336 — EMPLOYEE
EMPLOYEE 2763 — EMPLOYEE
EMPLOYEE 4279 — EMPLOYEE
EMPLOYEE 1021 — EMPLOYEE
EMPLOYEE 4312 — EMPLOYEE
EMPLOYEE 4277 — EMPLOYEE
EMPLOYEE 4566 — EMPLOYEE
EMPLOYEE 1526 — EMPLOYEE
EMPLOYEE 4355 — EMPLOYEE
EMPLOYEE 4337 — EMPLOYEE
EMPLOYEE 4369 — EMPLOYEE
EMPLOYEE 4374 — EMPLOYEE
EMPLOYEE 7085 — EMPLOYEE
STATE STREET GLOBAL ADVISORS NATURA — NONE
EMPLOYEE 882 — EMPLOYEE
SEGAL CONSULTING — NONE
EMPLOYEE 86 — EMPLOYEE
EMPLOYEE 4343 — EMPLOYEE
EMPLOYEE 1963 — EMPLOYEE
EMPLOYEE 4168 — EMPLOYEE
EMPLOYEE 7704 — EMPLOYEE
EMPLOYEE 1011 — EMPLOYEE
NFP RETIREMENT, INC. — NONE
EMPLOYEE 9536 — EMPLOYEE
EMPLOYEE 2852 — EMPLOYEE
EMPLOYEE 5638 — EMPLOYEE
EMPLOYEE 6105 — EMPLOYEE
EMPLOYEE 8364 — EMPLOYEE
EMPLOYEE 4107 — EMPLOYEE
EMPLOYEE 7101 — EMPLOYEE
EMPLOYEE 1263 — EMPLOYEE
EMPLOYEE 8494 — EMPLOYEE
EMPLOYEE 2807 — EMPLOYEE
MELISSA SALMONS — TRUSTEE
EMPLOYEE 6904 — EMPLOYEE

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