Back to filter
Original filing (PDF)20251014175158NAL0001742899001
MOTION PICTURE AND TELEVISION FUND
Form 5500
FILING_RECEIVED
MOTION PICTURE AND TELEVISION FUND RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
148
Accounts w/ balance
—
Plan assets (EOY)
$47.7M
Net assets (EOY)
$47.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
80
Vendor stack
55
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTION PICTURE AND TELEVISION FUND.
Plan sponsor
Name
MOTION PICTURE AND TELEVISION FUND
EIN
95-1652916
Address
23388 MULHOLLAND DRIVE · WOODLAND HILLS, CA · 91364
Phone
(818) 876-1549
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 82-3719843 | — | NONE | $88K | — |
| BRIDGE INVESTMENT GROUP | — | SALT LAKE CITY, UT | NONE | $21K | — |
| WHITEHAWK | — | KANSAS CITY, MO | NONE | $21K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $18K | — |
| BANNER RIDGE | — | NEW YORK, NY | NONE | $15K | — |
| RIALTO CAPITAL MANAGEMENT | — | MIAMI, FL | NONE | $11K | — |
Investments
22 direct securities· $46.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Share | — | — | $5.5M | $6.4M | 13.4% | |
| Vanguard Total World Stock IX | — | — | $3.5M | $5.5M | 11.5% | |
| GQG Partners Global Quality Equity Fund | — | — | $4.5M | $5.4M | 11.4% | |
| Registered Investments Companies Dimensional Inflation Protected Securities I | — | — | $4.8M | $4.4M | 9.2% | |
| D.E. Shaw D.E. Shaw Orienteer International Fund | — | — | $1.9M | $2.7M | 5.7% | |
| Hawk Ridge Partners Offshore Ltd. | — | — | $2.4M | $2.5M | 5.2% | |
| King Street Capital Class A Shares | — | — | $1.8M | $2.4M | 5.0% | |
| Fidelity FPA New Income | — | — | $2.4M | $2.3M | 4.9% | |
| Ruffer Absolute Institutional Ltd | — | — | $2.2M | $2.2M | 4.6% | |
| Cliffwater Corporate Lending Fd. (CCLFX) | — | — | $2.1M | $2.1M | 4.4% | |
| Cliffwater Corporate Lending Fd. (CELFX) | — | — | $2.1M | $2.0M | 4.3% | |
| Blackstone Private Credit Fund | — | — | $2.0M | $2.0M | 4.1% | |
| World Gold Trust SPDR Gold MiniShares Trust (GLDM) | — | — | $1.1M | $1.1M | 2.3% | |
| Blackstone R.E. Income Trust | — | — | $884K | $994K | 2.1% | |
| King Street Capital Global Drawdown, L.P. | — | — | $619K | $836K | 1.8% | |
| FPA WhiteHawk III, L.P. | — | — | $279K | $753K | 1.6% | |
| Bridge Multifamily Fund V | — | — | $890K | $646K | 1.4% | |
| Hedge Funds Banner Ridge Secondary Fund V | — | — | $153K | $611K | 1.3% | |
| Schwab Government Money Market | — | — | $536K | $536K | 1.1% | |
| FPA White Hawk IV Onshore L.P. | — | — | $290K | $318K | 0.7% | |
| Rialto Real Estate Fund V - Debt, L.P. | — | — | $225K | $232K | 0.5% | |
| King Street Capital Class S Shares | — | — | $143K | $123K | 0.3% |