Medieval Times Entertainment, Inc. 401(k) Review & Grade
Medieval Times 401(k) Plan
Irving, TXArts, Entertainment & Recreation1,625 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$164Employer $ per active participant
$652Employee $ saved per active participant
0.53%Direct admin cost, % of plan assets
$11.2MNet plan assets, end of year
–Average balance per account (account count looks misreported)
Score breakdown
- Employer generosity5.4 / 5011th percentile for employer $ per participant
- Low cost5.3 / 2521th percentile for low admin cost vs. same-size plans
- Employee saving1.9 / 1512th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score16 / 100 · Grade F
This plan vs. peers
Peers: Arts, Entertainment & Recreation plans with 500–2,499 active participants (225 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 11th |
| Lower admin cost | 21th |
| Employee saving | 12th |
| Peers that auto-enroll | 38% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Medieval Times Entertainment put in about $164 per active participant, below the typical peer ($995). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Direct plan expenses (0.53% of assets) are well above similar-size plans (0.23%). Check your annual fee disclosure, choose low-cost index funds if you can, and think about whether savings beyond the match belong in an IRA.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $266,839 |
| Participant (employee) contributions | $1,060,171 |
| Other contributions (incl. rollovers in) | $51,339 |
| Administrative expenses paid from the plan | $54,009 |
| Investment advisory & management fees | $23,915 |
| Benefits paid out | $470,483 |
| Net assets, start / end of year | $9.1M / $11.2M |
| Active participants, start / end of year | 1,573 / 1,677 |
| Participants with account balances | 345 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Cbiz Cpas P.C. |
Largest service providers (Schedule C)
| Fidelity Investments Institutional | $30,094 reported compensation |
| Wells Fargo Clearing Services LLC | $23,915 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251008125821NAL0005874977001, received 2025-10-08, EIN 33-0977299, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.