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Original filing (PDF)20251013171615NAL0000863843001
BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLAN
Form 5500
FILING_RECEIVED
ENTERTAINMENT INDUSTRY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
30,812
Accounts w/ balance
29,282
Plan assets (EOY)
$723.3M
Net assets (EOY)
$723.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 304% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLAN
EIN
95-7006851
Address
844 SEWARD ST · LOS ANGELES, CA · 90038
Phone
(323) 993-8800
Industry
Information / Tech / Mediasee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS, INC. | 95-4654044 | — | NONE | $1.5M | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $150K | — |
| WOHLNER KAPLON CUTLER HALFORD & ROS | 83-2856417 | — | NONE | $26K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $21K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $20K | — |
Investments
24 direct securities · 4 pooled funds· $713.7M(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.
Uncategorized
$545.8M
22 holdings
Pooled Separate Account
$104.3M
4 holdings
Insurance Contracts
$34.9M
1 holding
Mutual Funds
$28.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Institutional Index I | — | — | — | $90.3M | 12.5% | |
| LARGE CAP GROWTH I (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $79.7M | 11.0% | |
| Jennison Growth Z | — | — | — | $60.4M | 8.3% | |
| SmartRetirement Blend 2035 R4 | — | — | — | $42.6M | 5.9% | |
| SmartRetirement Blend 2030 R4 | — | — | — | $37.1M | 5.1% | |
| SmartRetirement Blend 2040 R4 | — | — | — | $35.9M | 5.0% | |
| Empower Annuity Insurance Company * Guaranteed Income Fund | Insurance Contracts | — | — | $34.9M | 4.8% | |
| SmartRetirement Blend 2045 R4 | — | — | — | $29.0M | 4.0% | |
| SmartRetirement Blend 2050 R4 | — | — | — | $28.9M | 4.0% | |
| American Funds Balanced R5 | Mutual Funds | — | — | $28.7M | 4.0% | |
| SmartRetirement Blend 2025 R4 | — | — | — | $27.2M | 3.8% | |
| Invesco Diversified Dividend R5 | — | — | — | $27.0M | 3.7% | |
| Fidelity Advisor: Energy I | — | — | — | $18.8M | 2.6% | |
| Janus Enterprise A | — | — | — | $17.9M | 2.5% | |
| SmartRetirement Blend 2055 R4 | — | — | — | $17.1M | 2.4% | |
| SmartRetirement Blend Income R4 | — | — | — | $16.3M | 2.3% | |
| International Capital Appreciation Class I | — | — | — | $16.0M | 2.2% | |
| Mid Cap Index | — | — | — | $15.9M | 2.2% | |
| SMALL CAP VALLEY/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $14.6M | 2.0% | |
| JPMorgan: SmartRetirement Blend 2020 R4 | — | — | — | $13.7M | 1.9% | |
| Small Cap Index | — | — | — | $13.7M | 1.9% | |
| BlackRock High Yield Bond Class K | — | — | — | $11.6M | 1.6% | |
| PGIM:* Government Income R6 | — | — | — | $8.8M | 1.2% | |
| SA/INVESCO SMALL CAP GRWTH STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $7.7M | 1.1% | |
| Vanguard: Developed Markets Index | — | — | — | $7.6M | 1.0% | |
| SmartRetirement Blend 2060 R4 | — | — | — | $5.3M | 0.7% | |
| TCW Core Fixed Income I | — | — | — | $4.9M | 0.7% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 446 | Pooled Separate Account | — | — | $2.2M | 0.3% |