Plan Snapshot
- Plan Sponsor: Medieval Times Entertainment, INC.
- Sponsor EIN: 330977299
- Sponsor Address: 5020 RIVERSIDE DR BUILDING 3, IRVING, TX, 750394307
- Plan Type: 401(k)
- Total Participants: 1,677
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,677 | $11.2M | $266,839 | $1.1M |
| 2023 | 1,573 | $9.1M | $200,568 | $879,857 |
| 2022 | 1,484 | $7.4M | $141,828 | $685,390 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,094 | — | $30,094 |
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $23,915 | — | $23,915 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,009
- Estimated Expense Ratio: 0.481% 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 | $54,009 | $23,915 | — | — | — |
| 2023 | $42,490 | $19,416 | — | — | — |
| 2022 | $40,988 | — | — | — | — |