Plan Snapshot
- Plan Sponsor: American Guild Of Variety Artists Welfare Trust Fund
- Sponsor EIN: 131687014
- Sponsor Address: 363 7TH AVENUE, 17TH FLOOR, NEW YORK, NY, 100013904
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 232
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 232 | $14.0M | $1.1M | $7,166 |
| 2023 | 242 | $12.3M | $1.2M | $10,375 |
| 2022 | 260 | $11.2M | $1.2M | $14,522 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | Recordkeeper | $115,549 | — | $115,549 |
| MULTIPLAN INC | Other Service Provider | $61,965 | — | $61,965 |
| GATEWAY REALTY LLC | Other Service Provider | $60,000 | — | $60,000 |
| THIANIA C GUZMAN | Other Service Provider | $48,002 | — | $48,002 |
| GLORIA SIMPSON | Other Service Provider | $46,629 | — | $46,629 |
| SASHA M. DELACRUZ | Other Service Provider | $40,660 | — | $40,660 |
| SUSANNE K DORIS | Custodian / Trustee | $31,800 | — | $31,800 |
| MSPC | Auditor | $23,500 | — | $23,500 |
| WINMILL SOFTWARE | Other Service Provider | $22,212 | — | $22,212 |
| SEGAL COMPANY | Recordkeeper | $12,447 | — | $12,447 |
| GLEN M BANDES CPA | Other Service Provider | $9,775 | — | $9,775 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Recordkeeper
- MSPC — Auditor
- SEGAL COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $472,539
- Estimated Expense Ratio: 3.375% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $496,438 | $115,549 | — | $33,275 | — |
| 2023 | $441,620 | $99,199 | — | $30,650 | — |
| 2022 | $436,715 | $94,519 | — | — | $31,825 |