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Original filing (PDF)20231016150819NAL0076646322001
MSG ENTERTAINMENT GROUP, LLC
Form 5500
FILING_RECEIVED
MADISON SQUARE GARDEN 401(K) UNION PLAN
401(k) retirement plan
Active participants
2,352
Accounts w/ balance
1,214
Plan assets (EOY)
$59.2M
Net assets (EOY)
$59.2M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
92
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MSG ENTERTAINMENT GROUP, LLC.
Plan sponsor
Name
MSG ENTERTAINMENT GROUP, LLC
EIN
36-4811028
Address
ATTN SVP PEOPLE INVESTMENT · 2 PENNSYLVANIA PLAZA, 16TH FLOOR · NEW YORK, NY · 101210091
Phone
(212) 465-6236
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
Investments
3 pooled funds· $4.2M(7% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GALLIARD MGD INC D WELLS FARGO BANK, N.A. · EIN 52-2250949 / PN 001 | Common Collective Trust | $3.0M | 5.1% |
| PRU CORE PLUS BD 15 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | $1.1M | 1.9% |
| GWK SMALL/MID CAP GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 001 | Common Collective Trust | $121K | 0.2% |
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