Plan Snapshot
- Plan Sponsor: Beachbody, LLC
- Sponsor EIN: 954717599
- Sponsor Address: 400 CONTINENTAL BLVD, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $114.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $114.2M | $1.2M | $5.8M |
| 2023 | 499 | $106.2M | $2.1M | $7.0M |
| 2022 | 611 | $91.9M | $2.7M | $8.2M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $101,456 | — | $101,456 |
| SAGEVIEW ADVISORY GROUP LLC | NONE | $48,750 | — | $48,750 |
| MOSS ADAMS | NONE | $21,000 | — | $21,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SAGEVIEW ADVISORY GROUP LLC — NONE
- MOSS ADAMS — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,206
- Estimated Expense Ratio: 0.150% 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 | $170,222 | — | — | — | — |
| 2023 | $215,417 | — | — | — | — |
| 2022 | $151,620 | — | — | — | — |