Plan Snapshot
- Plan Sponsor: Board Of Trustees, Entertainment Industry 401(K) Plan
- Sponsor EIN: 957006851
- Sponsor Address: 844 SEWARD ST, LOS ANGELES, CA, 90038
- Plan Type: DC
- Total Participants: 30,812
- Total Assets: $723.3M
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 | 30,812 | $723.3M | $60.0M | $16.2M |
| 2023 | 29,716 | $614.0M | $35.6M | $12.0M |
| 2022 | 29,027 | $532.3M | $64.5M | $18.8M |
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 |
|---|---|---|---|---|
| BENEFIT PLANS, INC. | NONE | $1,536,475 | — | $1,536,475 |
| MORGAN STANLEY | NONE | $150,000 | — | $150,000 |
| WOHLNER KAPLON CUTLER HALFORD & ROS | NONE | $26,206 | — | $26,206 |
| MILLER KAPLAN ARASE LLP | NONE | $21,125 | — | $21,125 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- MILLER KAPLAN ARASE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,753,806
- Estimated Expense Ratio: 0.242% 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 | $1,928,103 | $170,000 | $1,536,475 | $21,125 | — |
| 2023 | $1,841,437 | $170,000 | $1,485,675 | $20,400 | — |
| 2022 | $2,595,361 | $170,000 | $1,337,219 | — | $47,977 |