Plan Snapshot
- Plan Sponsor: Public Media Group Of Southern California
- Sponsor EIN: 952211661
- Sponsor Address: 2900 WEST ALAMEDA AVE., BURBANK, CA, 91505
- Plan Type: 403(b)
- Total Participants: 151
- Total Assets: $41.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 151 | $41.3M | $494,928 | $907,344 |
| 2023 | 169 | $39.5M | $484,517 | $892,189 |
| 2022 | 169 | $35.5M | $416,768 | $779,020 |
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 |
|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS, LLC | Investment Advisor | $43,580 | — | $43,580 |
| SINGER LEWAK LLP | Auditor | $25,152 | — | $25,152 |
| TIAA | Recordkeeper | $14,740 | — | $14,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGER LEWAK LLP — Auditor
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,472
- Estimated Expense Ratio: 0.202% 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 | $86,418 | $182 | $86,236 | — | — |
| 2023 | $75,914 | — | $75,793 | — | — |
| 2022 | $67,648 | — | $67,648 | — | — |