Plan Snapshot

Plan Sponsor: Board Of Trustees, Directors Guild Of America-
Sponsor EIN: 952892780
Sponsor Address: 5055 WILSHIRE BLVD STE 600, LOS ANGELES, CA, 90036
Plan Type: DB
Total Participants: 7,905
Total Assets: $2.5B

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	7,905	$2.5B	$155.1M	$0
2023	7,530	$2.2B	$137.7M	$0
2022	8,710	$2.0B	$154.0M	$0

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
J.P. MORGAN INVESTMENT MANAGEMENT	NONE	$623,569	—	$623,569
NIGRO KARLIN SEGAL & FELDSTEIN, LLP	NONE	$502,640	—	$502,640
BLACKROCK FINANCIAL MANAGEMENT INC	NONE	$484,708	—	$484,708
CAMBRIDGE ASSOCIATES, LLC	NONE	$446,500	—	$446,500
BURGUNDY ASSET MANAGEMENT LTD.	NONE	$419,050	—	$419,050
EMPLOYEE ID 639	NONE	$367,812	—	$367,812
MFS HERITAGE TRUST COMPANY	NONE	$345,079	—	$345,079
STATE STREET BANK & TRUST	NONE	$331,099	—	$331,099
EMPLOYEE ID 115	NONE	$296,660	—	$296,660
WESTERN ASSET MANAGEMENT COMPANY	NONE	$257,495	—	$257,495
SEGAL SELECT INSURANCE SERVICES INC	NONE	$232,411	—	$232,411
SEYFARTH SHAW LLP	NONE	$222,078	—	$222,078
EMPLOYEE ID 672	NONE	$186,803	—	$186,803
NWPS	NONE	$161,122	—	$161,122
EMPLOYEE ID 200	NONE	$130,916	—	$130,916
MILLER KAPLAN ARASE LLP	NONE	$116,150	—	$116,150
STATE STREET GLOBAL ADVISORS TRUST	NONE	$114,556	—	$114,556
EMPLOYEE ID 296	NONE	$114,411	—	$114,411
EMPLOYEE ID 548	NONE	$113,681	—	$113,681
SHENKMAN CAPITAL MANAGEMENT INC	NONE	$103,223	—	$103,223
EMPLOYEE ID 120	NONE	$92,508	—	$92,508
EMPLOYEE ID 661	NONE	$91,423	—	$91,423
EMPLOYEE ID 437	NONE	$91,054	—	$91,054
AGIO INC	NONE	$77,754	—	$77,754
EMPLOYEE ID 114	NONE	$73,263	—	$73,263
EMPLOYEE ID 626	NONE	$67,013	—	$67,013
EMPLOYEE ID 447	NONE	$66,392	—	$66,392
MILLIMAN INC	NONE	$62,634	—	$62,634
EMPLOYEE ID 434	NONE	$61,473	—	$61,473
EMPLOYEE ID 663	NONE	$61,443	—	$61,443
EMPLOYEE ID 585	NONE	$57,584	—	$57,584
EMPLOYEE ID 469	NONE	$54,931	—	$54,931
EMPLOYEE ID 659	NONE	$53,983	—	$53,983
EMPLOYEE ID 644	NONE	$52,815	—	$52,815
EMPLOYEE ID 246	NONE	$52,766	—	$52,766
WELLS FARGO BANK, N.A.	NONE	$51,858	—	$51,858
EMPLOYEE ID 387	NONE	$51,775	—	$51,775
BUSH GOTTLIEB, A LAW CORPORATION	NONE	$51,304	—	$51,304
EMPLOYEE ID 207	NONE	$49,155	—	$49,155
EMPLOYEE ID 210	NONE	$48,904	—	$48,904
EMPLOYEE ID 485	NONE	$45,550	—	$45,550
EMPLOYEE ID 233	NONE	$44,108	—	$44,108
EMPLOYEE ID 316	NONE	$43,190	—	$43,190
EMPLOYEE ID 373	NONE	$43,142	—	$43,142
EMPLOYEE ID 163	NONE	$41,346	—	$41,346
EMPLOYEE ID 256	NONE	$40,465	—	$40,465
EMPLOYEE ID 396	NONE	$39,815	—	$39,815
IAPPSYS INC.	NONE	$39,167	—	$39,167
EMPLOYEE ID 131	NONE	$39,028	—	$39,028
EMPLOYEE ID 374	NONE	$38,416	—	$38,416
EMPLOYEE ID 528	NONE	$36,747	—	$36,747
EMPLOYEE ID 526	NONE	$36,683	—	$36,683
EMPLOYEE ID 647	NONE	$36,666	—	$36,666
EMPLOYEE ID 466	NONE	$35,748	—	$35,748
EMPLOYEE ID 353	NONE	$35,562	—	$35,562
EMPLOYEE ID 649	NONE	$35,368	—	$35,368
EMPLOYEE ID 389	NONE	$35,297	—	$35,297
EMPLOYEE ID 619	NONE	$35,037	—	$35,037
EMPLOYEE ID 456	NONE	$34,327	—	$34,327
EMPLOYEE ID 382	NONE	$34,308	—	$34,308
EMPLOYEE ID 480	NONE	$33,892	—	$33,892
EMPLOYEE ID 657	NONE	$33,557	—	$33,557
EMPLOYEE ID 223	NONE	$31,475	—	$31,475
EMPLOYEE ID 269	NONE	$30,482	—	$30,482
EMPLOYEE ID 390	NONE	$30,105	—	$30,105
EMPLOYEE ID 488	NONE	$29,906	—	$29,906
EMPLOYEE ID 636	NONE	$29,624	—	$29,624
EMPLOYEE ID 310	NONE	$28,510	—	$28,510
EMPLOYEE ID 630	NONE	$28,445	—	$28,445
EMPLOYEE ID 667	NONE	$28,340	—	$28,340
EMPLOYEE ID 479	NONE	$27,369	—	$27,369
EMPLOYEE ID 224	NONE	$26,718	—	$26,718
EMPLOYEE ID 388	NONE	$26,378	—	$26,378
EMPLOYEE ID 634	NONE	$26,067	—	$26,067
EMPLOYEE ID 487	NONE	$25,382	—	$25,382
GREENBERG GLUSKER FIELDS CLAMAN	NONE	$23,170	—	$23,170
SENTINEL INSURANCE COMPANY, LTD	NONE	$9,584	—	$9,584
BFSG LLC	NONE	$8,146	—	$8,146
ROSSMORE PROPERTY & CASUALTY INSUR	NONE	$6,796	—	$6,796
ALTIUS IT INC	NONE	$6,317	—	$6,317
BLACKROCK INSTITUTIONAL TRUST COMPA	NONE	$5,557	—	$5,557
JACKSON LEWIS P.C.	NONE	$5,315	—	$5,315

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

J.P. MORGAN INVESTMENT MANAGEMENT — NONE
EMPLOYEE ID 639 — NONE
EMPLOYEE ID 115 — NONE
SEYFARTH SHAW LLP — NONE
EMPLOYEE ID 672 — NONE
NWPS — NONE
EMPLOYEE ID 200 — NONE
MILLER KAPLAN ARASE LLP — NONE
EMPLOYEE ID 296 — NONE
EMPLOYEE ID 548 — NONE
EMPLOYEE ID 120 — NONE
EMPLOYEE ID 661 — NONE
EMPLOYEE ID 437 — NONE
EMPLOYEE ID 114 — NONE
EMPLOYEE ID 626 — NONE
EMPLOYEE ID 447 — NONE
MILLIMAN INC — NONE
EMPLOYEE ID 434 — NONE
EMPLOYEE ID 663 — NONE
EMPLOYEE ID 585 — NONE
EMPLOYEE ID 469 — NONE
EMPLOYEE ID 659 — NONE
EMPLOYEE ID 644 — NONE
EMPLOYEE ID 246 — NONE
EMPLOYEE ID 387 — NONE
EMPLOYEE ID 207 — NONE
EMPLOYEE ID 210 — NONE
EMPLOYEE ID 485 — NONE
EMPLOYEE ID 233 — NONE
EMPLOYEE ID 316 — NONE
EMPLOYEE ID 373 — NONE
EMPLOYEE ID 163 — NONE
EMPLOYEE ID 256 — NONE
EMPLOYEE ID 396 — NONE
EMPLOYEE ID 131 — NONE
EMPLOYEE ID 374 — NONE
EMPLOYEE ID 528 — NONE
EMPLOYEE ID 526 — NONE
EMPLOYEE ID 647 — NONE
EMPLOYEE ID 466 — NONE
EMPLOYEE ID 353 — NONE
EMPLOYEE ID 649 — NONE
EMPLOYEE ID 389 — NONE
EMPLOYEE ID 619 — NONE
EMPLOYEE ID 456 — NONE
EMPLOYEE ID 382 — NONE
EMPLOYEE ID 480 — NONE
EMPLOYEE ID 657 — NONE
EMPLOYEE ID 223 — NONE
EMPLOYEE ID 269 — NONE
EMPLOYEE ID 390 — NONE
EMPLOYEE ID 488 — NONE
EMPLOYEE ID 636 — NONE
EMPLOYEE ID 310 — NONE
EMPLOYEE ID 630 — NONE
EMPLOYEE ID 667 — NONE
EMPLOYEE ID 479 — NONE
EMPLOYEE ID 224 — NONE
EMPLOYEE ID 388 — NONE
EMPLOYEE ID 634 — NONE
EMPLOYEE ID 487 — NONE
SENTINEL INSURANCE COMPANY, LTD — NONE
BFSG LLC — NONE
JACKSON LEWIS P.C. — NONE

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

Total Service Provider Fees: $8,111,100
Estimated Expense Ratio: 0.327% 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	$12,792,191	$2,799,737	—	$112,150	—
2023	$10,791,003	$2,821,669	—	$107,400	—
2022	$10,668,951	$3,259,385	—	—	$1,921,156

Board Of Trustees, Directors Guild Of America- DB Plan