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Original filing (PDF)20250730141151NAL0010572466001
ENTERTAINMENT TECHNOLOGY PARTNERS, LLC (ETP)
Form 5500
FILING_RECEIVED
ENTERTAINMENT TECHNOLOGY PARTNERS, LLC (ETP) 401K PLAN
401(k) retirement plan
Active participants
389
Accounts w/ balance
470
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENTERTAINMENT TECHNOLOGY PARTNERS, LLC (ETP).
Plan sponsor
Name
ENTERTAINMENT TECHNOLOGY PARTNERS, LLC (ETP)
EIN
32-0424225
Address
2350 INVESTORS ROW · ORLANDO, FL · 32837
Phone
(407) 850-0505
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Investments
30 direct securities · 1 pooled fund· $24.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$23.4M
29 holdings
Mutual Funds
$637K
1 holding
Common Collective Trust
$128K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 | — | — | — | $2.9M | 12.2% | |
| Fidelity Freedom 2035 | — | — | — | $2.5M | 10.2% | |
| Fidelity Freedom 2040 | — | — | — | $2.2M | 9.2% | |
| Fidelity 500 Index | — | — | — | $1.9M | 7.7% | |
| J. P. Morgan JPMorgan Large Cap Growth | — | — | — | $1.7M | 7.0% | |
| Fidelity Freedom 2055 | — | — | — | $1.6M | 6.5% | |
| Fidelity Freedom 2050 | — | — | — | $1.4M | 6.0% | |
| Fidelity Freedom 2045 | — | — | — | $1.4M | 5.9% | |
| Virtus Zevenbergen Technology | — | — | — | $1.4M | 5.7% | |
| Fidelity Freedom 2025 | — | — | — | $1.2M | 4.9% | |
| Fidelity International Capital Appreciation | — | — | — | $1.1M | 4.7% | |
| Fidelity Freedom 2060 | — | — | — | $769K | 3.2% | |
| T. Rowe Price T. Rowe Price Health Sciences | — | — | — | $737K | 3.1% | |
| Fidelity Freedom 2070 894 * Fidelity Total Bond | — | — | — | $672K | 2.8% | |
| J. P. Morgan JPMorgan Equity Income | Mutual Funds | — | — | $637K | 2.6% | |
| Fidelity Extended Market Index | — | — | — | $561K | 2.3% | |
| Janus Henderson Janus Henderson Triton | — | — | — | $386K | 1.6% | |
| Fidelity Freedom 2065 | — | — | — | $257K | 1.1% | |
| Fidelity Small Cap Value | — | — | — | $154K | 0.6% | |
| Collective investment trust * Fidelity Managed Income Portfolio | — | — | — | $137K | 0.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $128K | 0.5% | |
| Cohen & Steers Cohen & Steers Realty Shares | — | — | — | $108K | 0.4% | |
| Vanguard Inflation Protected Securities | — | — | — | $107K | 0.4% | |
| Fidelity Freedom 2020 | — | — | — | $62K | 0.3% | |
| Franklin Templeton Franklin Utilities | — | — | — | $47K | 0.2% | |
| Fidelity Freedom Income | — | — | — | $43K | 0.2% | |
| Fidelity Select Energy Portfolio | — | — | — | $17K | <0.1% | |
| Money market fund * Fidelity Money Market Trust Retirement Government Money Market Portfolio | — | — | — | $16K | <0.1% | |
| Fidelity Fund | — | — | — | $11K | <0.1% | |
| Gabelli Gold | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2010 | — | — | — | $1K | <0.1% |
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