Plan Snapshot
- Plan Sponsor: Miramax Film Ny, LLC
- Sponsor EIN: 272622039
- Sponsor Address: 1041 N FORMOSA AVE, WEST HOLLYWOOD, CA, 90046
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 117
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 117 | $10.1M | $0 | $0 |
| 2024 | 50 | $9.4M | $330,626 | $671,789 |
| 2023 | 45 | $8.4M | $330,572 | $640,982 |
| 2022 | 64 | $6.5M | $349,412 | $653,439 |
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 | $18,590 | — | $18,590 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $13,656 | — | $13,656 |
| MMA SECURITIES | Investment Advisor | $8,384 | — | $8,384 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,630
- Estimated Expense Ratio: 0.401% 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 |
|---|---|---|---|---|---|
| 2025 | $1,853,419 | $8,384 | — | — | — |
| 2024 | $35,015 | $29,915 | — | — | — |
| 2023 | $28,934 | $24,746 | — | — | — |
| 2022 | $30,029 | — | — | — | — |