Plan Snapshot
- Plan Sponsor: Trustees Of Motion Pic Lab Techs And Film Editors Local 780 Pension Fu
- Sponsor EIN: 237345671
- Sponsor Address: 6141 N COURTENAY PKWY, MERRITT ISLAND, FL, 32953
- Plan Type: DB
- Total Participants: 1,290
- Total Assets: $34.1M
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 | 1,290 | $34.1M | $5.1M | $0 |
| 2023 | 1,176 | $28.8M | $4.7M | $0 |
| 2022 | 937 | $24.0M | $3.7M | $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 |
|---|---|---|---|---|
| IATSE LOCAL UNION 780 | Other Service Provider | $99,767 | — | $99,767 |
| TED WINDSOR AND ASSOCIATES | Other Service Provider | $42,033 | — | $42,033 |
| MERRILL LYNCH | Investment Advisor | $27,089 | — | $27,089 |
| GARY E. GROSS LAW OFFICES | Other Service Provider | $21,600 | — | $21,600 |
| CALIBRE CPA GROUP PLLC | Auditor | $17,500 | — | $17,500 |
| PAYLOCITY | Other Service Provider | $15,144 | — | $15,144 |
| US BANK | Other Service Provider | $11,226 | — | $11,226 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Investment Advisor
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,359
- Estimated Expense Ratio: 0.687% 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 | $370,767 | $27,088 | — | $17,500 | — |
| 2023 | $359,941 | $21,541 | — | $20,434 | — |
| 2022 | $353,228 | $37,777 | — | — | $91,960 |