Plan Snapshot
- Plan Sponsor: Media Guild Retirement Plan
- Sponsor EIN: 946052176
- Sponsor Address: 433 NATOMA ST STE 250, SAN FRANCISCO, CA, 94103
- Plan Type: DB
- Plan Number: 001
- Total Participants: 30
- Total Assets: $169.0M
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 | $169.0M | $563,000 | $0 |
| 2023 | 42 | $162.9M | $517,000 | $0 |
| 2022 | 42 | $155.9M | $4.9M | $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 |
|---|---|---|---|---|
| PACIFIC MEDIA WORKERS GUILD | Other Service Provider | $186,268 | — | $186,268 |
| JP MORGAN | Recordkeeper | $129,599 | — | $129,599 |
| FULLER & THALER ASSET MGMT | Other Service Provider | $125,631 | $846 | $126,477 |
| METROPOLITAN WEST ASSET MGMT | Other Service Provider | $91,379 | — | $91,379 |
| US BANK | Recordkeeper | $77,341 | — | $77,341 |
| DSM CAPITAL PARTNERS LLC | Other Service Provider | $71,975 | $3,512 | $75,487 |
| KRAW LAW GROUP | Other Service Provider | $63,460 | — | $63,460 |
| MILLER KAPLAN ARASE LLP | Auditor | $31,825 | — | $31,825 |
| NWPS | Recordkeeper | $17,000 | — | $17,000 |
| JAMES MURPHY, CPA | Other Service Provider | $12,000 | — | $12,000 |
| IRON MOUNTAIN | Other Service Provider | $10,396 | — | $10,396 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN — Recordkeeper
- US BANK — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- NWPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $821,232
- Estimated Expense Ratio: 0.486% 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 | $893,073 | $391,813 | $186,268 | $31,825 | — |
| 2023 | $717,344 | $360,033 | $186,268 | $30,900 | — |
| 2022 | $837,580 | $432,100 | $201,791 | — | $107,428 |