Media Guild Retirement Plan
Sponsored by Media Guild Retirement Plan · EIN 946052176 · Plan #001
- Total assets
- $169M
- Net assets
- $164M
- Active participants
- 30
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fuller & Thaler Asset Management Inc CRD 107033 | fuzzy_auto · 94% | 2024 |
| Dsm Capital Partners Llc CRD 113609 | deterministic · 100% | 2024 |
| Metropolitan West Asset Management Llc CRD 104571 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Media Workers Guild | Plan administrator, Direct payment from the plan | $186,268 |
| Jp Morgan | Investment management, Investment management fees (direct) | $129,599 |
| Fuller & Thaler Asset Mgmt | Investment management, Investment management fees (direct), Soft dollars commissions | $125,631 |
| Metropolitan West Asset Mgmt | Investment management, Investment management fees (direct) | $91,379 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $77,341 |
| Dsm Capital Partners Llc | Investment management, Investment management fees (direct), Other commissions | $71,975 |
| Kraw Law Group | Legal, Direct payment from the plan | $63,460 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $31,825 |
| Nwps | Actuarial, Direct payment from the plan | $17,000 |
| James Murphy, Cpa | Accounting, Direct payment from the plan | $12,000 |
| Iron Mountain | Recordkeeping, Direct payment from the plan | $10,396 |