AUMdb

Motion Picture And Television Fund Retirement Income Plan

Sponsored by Motion Picture And Television Fund · EIN 951652916 · Plan #001

Total assets
$47.7M
Net assets
$47.7M
Active participants
148
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
Bridge Multifamily Fund Manager Llc CRD 159127 deterministic · 100% 2024
Whiteoak Pty Limited CRD 319057 fuzzy_auto · 93% 2024
Banner Ridge Partners, Lp CRD 304928 fuzzy_auto · 93% 2024
Rialto Capital Management, Llc CRD 159998 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Actuarial, Direct payment from the plan $88,061
Bridge Investment Group Investment management, Direct payment from the plan $21,000
Whitehawk Investment management, Direct payment from the plan $20,773
Charles Schwab Trust Bank Trustee (institutional), Trustee (directed), Direct payment from the plan $17,701
Banner Ridge Investment management, Direct payment from the plan $15,000
Rialto Capital Management Investment management, Direct payment from the plan $11,440