Plan Snapshot
- Plan Sponsor: Motion Picture And Television Fund
- Sponsor EIN: 951652916
- Sponsor Address: 23388 MULHOLLAND DRIVE, WOODLAND HILLS, CA, 91364
- Plan Type: DB
- Total Participants: 148
- Total Assets: $47.7M
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 | 148 | $47.7M | $667,786 | $0 |
| 2023 | 171 | $47.3M | $0 | $0 |
| 2022 | 188 | $47.8M | $333,333 | $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 |
|---|---|---|---|---|
| ASCENSUS LLC | Recordkeeper | $88,061 | — | $88,061 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $17,701 | $10,209 | $27,910 |
| BRIDGE INVESTMENT GROUP | Other Service Provider | $21,000 | — | $21,000 |
| WHITEHAWK | Other Service Provider | $20,773 | — | $20,773 |
| BANNER RIDGE | Other Service Provider | $15,000 | — | $15,000 |
| RIALTO CAPITAL MANAGEMENT | Other Service Provider | $11,440 | — | $11,440 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS LLC — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,184
- Estimated Expense Ratio: 0.386% 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 | $995,213 | $70,971 | — | — | — |
| 2023 | $998,984 | $86,084 | — | — | — |
| 2022 | $932,205 | $79,999 | — | — | $116,128 |