Retirement plan

THE MIRAMAX SAVINGS PLAN

Name: MIRAMAX FILM NY, LLC - THE MIRAMAX SAVINGS PLAN (2024) Form 5500
Creator: MIRAMAX FILM NY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MIRAMAX SAVINGS PLAN, MIRAMAX FILM NY, LLC

MIRAMAX FILM NY, LLCEIN 27-2622039Plan #001PY 2024

1041 N FORMOSA AVE, 4TH FLOOR - WEST HOLLYWOOD, CA 90046310-409-4321LinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.4M

+12.4% from 2023

Total participants

121

+4.3% from 2023

Average account balance

$80,244

+9.5% from 2023

Annual return

14.26%

-5.74 pp from 2023

Benchmarks

See 3,221 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,221 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.39M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$80K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

117

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.26%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$299

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392	Advisory (Plan)	$29,915
FIDELITY INVESTMENTS INSTITUTIONAL8 years Service code 37 · EIN 04-2647786	Loan Processing	$5,100

Plan features & details

Pension benefit codes2F2G2J2T3D3H

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$35K

$700 / participant

Recordkeeping$5K14.6%
Investment mgmt$30K85.4%

% of EOY assets

0.373%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,244

$77,472+3.6%

$100,392-20.1%

$80,935-0.9%

Participation rate

92.0%

76.9%+15.1pp

81.5%+10.5pp

67.7%+24.3pp

Annual return

14.26%

37.26%-23.0pp

49.45%-35.2pp

35.66%-21.4pp

Employer contribution / active EE

$6,613

$2,800+136.1%

$3,941+67.8%

$2,757+139.9%

Participant deferral / active EE

$13,436

$6,818+97.1%

$8,090+66.1%

$4,299+212.5%

Admin fee / account holder

$299

$5,885-94.9%

$7,904-96.2%

$6,924-95.7%

Provider

Service type

Compensation

MMA SECURITIES LLC6 years

Filed as: MMA SECURITIES

Service code 27 · EIN 22-3570392

Advisory (Plan)

$29,915

FIDELITY INVESTMENTS INSTITUTIONAL8 years

Service code 37 · EIN 04-2647786

Loan Processing

$5,100

THE MIRAMAX SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MIRAMAX SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion