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Original filing (PDF)20251002050419NAL0000492930001
STUDIO 71, LP
Form 5500
FILING_RECEIVED
STUDIO 71 (US) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
92
Accounts w/ balance
120
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARGET RETIRE 2045" is 29% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STUDIO 71, LP.
Plan sponsor
Name
STUDIO 71, LP
EIN
45-1836454
Address
8383 WILSHIRE BLVD · SUITE 1050 · BEVERLY HILLS, CA · 90211
Phone
(323) 370-1509
Industry
Arts, Entertainment, Recreationsee 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
2025-10-02
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
Investments
28 direct securities · 1 pooled fund· $7.1M(99% 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.
Registered Investment Companies
$7.0M
28 holdings
Common Collective Trust
$64K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.1M | 29.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.7M | 24.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 15.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $519K | 7.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $456K | 6.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $186K | 2.6% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $131K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $125K | 1.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $79K | 1.1% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $76K | 1.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $75K | 1.1% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $73K | 1.0% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $64K | 0.9% | |
| PIMCO STOCKSPLUS INTL I | Registered Investment Companies | — | — | $62K | 0.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $49K | 0.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $48K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $48K | 0.7% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $43K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $39K | 0.5% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $35K | 0.5% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $31K | 0.4% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $22K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $18K | 0.2% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $8K | 0.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $8K | 0.1% | |
| NYLI MACKAY HY CORP BOND R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $4K | <0.1% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $4K | <0.1% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $4K | <0.1% |