Plan Snapshot
- Plan Sponsor: Entertainment Properties Group, INC.
- Sponsor EIN: 901035810
- Sponsor Address: 5310 HARVEST HILL ROAD, DALLAS, TX, 75230
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 232 | $7.0M | $199,219 | $399,155 |
| 2023 | 241 | $5.7M | $196,719 | $377,465 |
| 2022 | 166 | $4.4M | $188,018 | $347,091 |
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 |
|---|---|---|---|---|
| THE CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE CJ CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $11,798 | $2,347 | — | — | — |
| 2023 | $34,127 | $8,611 | — | — | — |
| 2022 | $25,114 | — | — | — | — |