Board Of Trustees, Directors Guild Of America- DB Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247,905$2.5B$155.1M$0
20237,530$2.2B$137.7M$0
20228,710$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 MANAGEMENTRecordkeeper$623,569$623,569
NIGRO KARLIN SEGAL & FELDSTEIN, LLPOther Service Provider$502,640$502,640
BLACKROCK FINANCIAL MANAGEMENT INCOther Service Provider$484,708$484,708
CAMBRIDGE ASSOCIATES, LLCOther Service Provider$446,500$446,500
BURGUNDY ASSET MANAGEMENT LTD.Other Service Provider$419,050$419,050
EMPLOYEE ID 639Recordkeeper$367,812$367,812
MFS HERITAGE TRUST COMPANYOther Service Provider$345,079$345,079
STATE STREET BANK & TRUSTOther Service Provider$331,099$331,099
EMPLOYEE ID 115Recordkeeper$296,660$296,660
WESTERN ASSET MANAGEMENT COMPANYOther Service Provider$257,495$257,495
SEGAL SELECT INSURANCE SERVICES INCOther Service Provider$232,411$232,411
SEYFARTH SHAW LLPInvestment Advisor$222,078$222,078
EMPLOYEE ID 672Recordkeeper$186,803$186,803
NWPSRecordkeeper$161,122$161,122
EMPLOYEE ID 200Recordkeeper$130,916$130,916
MILLER KAPLAN ARASE LLPAuditor$116,150$116,150
STATE STREET GLOBAL ADVISORS TRUSTOther Service Provider$114,556$114,556
EMPLOYEE ID 296Recordkeeper$114,411$114,411
EMPLOYEE ID 548Recordkeeper$113,681$113,681
SHENKMAN CAPITAL MANAGEMENT INCOther Service Provider$103,223$103,223
EMPLOYEE ID 120Recordkeeper$92,508$92,508
EMPLOYEE ID 661Recordkeeper$91,423$91,423
EMPLOYEE ID 437Recordkeeper$91,054$91,054
AGIO INCOther Service Provider$77,754$77,754
EMPLOYEE ID 114Recordkeeper$73,263$73,263
EMPLOYEE ID 626Recordkeeper$67,013$67,013
EMPLOYEE ID 447Recordkeeper$66,392$66,392
MILLIMAN INCRecordkeeper$62,634$62,634
EMPLOYEE ID 434Recordkeeper$61,473$61,473
EMPLOYEE ID 663Recordkeeper$61,443$61,443
EMPLOYEE ID 585Recordkeeper$57,584$57,584
EMPLOYEE ID 469Recordkeeper$54,931$54,931
EMPLOYEE ID 659Recordkeeper$53,983$53,983
EMPLOYEE ID 644Recordkeeper$52,815$52,815
EMPLOYEE ID 246Recordkeeper$52,766$52,766
WELLS FARGO BANK, N.A.Other Service Provider$51,858$51,858
EMPLOYEE ID 387Recordkeeper$51,775$51,775
BUSH GOTTLIEB, A LAW CORPORATIONOther Service Provider$51,304$51,304
EMPLOYEE ID 207Recordkeeper$49,155$49,155
EMPLOYEE ID 210Recordkeeper$48,904$48,904
EMPLOYEE ID 485Recordkeeper$45,550$45,550
EMPLOYEE ID 233Recordkeeper$44,108$44,108
EMPLOYEE ID 316Recordkeeper$43,190$43,190
EMPLOYEE ID 373Recordkeeper$43,142$43,142
EMPLOYEE ID 163Recordkeeper$41,346$41,346
EMPLOYEE ID 256Recordkeeper$40,465$40,465
EMPLOYEE ID 396Recordkeeper$39,815$39,815
IAPPSYS INC.Other Service Provider$39,167$39,167
EMPLOYEE ID 131Recordkeeper$39,028$39,028
EMPLOYEE ID 374Recordkeeper$38,416$38,416
EMPLOYEE ID 528Recordkeeper$36,747$36,747
EMPLOYEE ID 526Recordkeeper$36,683$36,683
EMPLOYEE ID 647Recordkeeper$36,666$36,666
EMPLOYEE ID 466Recordkeeper$35,748$35,748
EMPLOYEE ID 353Recordkeeper$35,562$35,562
EMPLOYEE ID 649Recordkeeper$35,368$35,368
EMPLOYEE ID 389Recordkeeper$35,297$35,297
EMPLOYEE ID 619Recordkeeper$35,037$35,037
EMPLOYEE ID 456Recordkeeper$34,327$34,327
EMPLOYEE ID 382Recordkeeper$34,308$34,308
EMPLOYEE ID 480Recordkeeper$33,892$33,892
EMPLOYEE ID 657Recordkeeper$33,557$33,557
EMPLOYEE ID 223Recordkeeper$31,475$31,475
EMPLOYEE ID 269Recordkeeper$30,482$30,482
EMPLOYEE ID 390Recordkeeper$30,105$30,105
EMPLOYEE ID 488Recordkeeper$29,906$29,906
EMPLOYEE ID 636Recordkeeper$29,624$29,624
EMPLOYEE ID 310Recordkeeper$28,510$28,510
EMPLOYEE ID 630Recordkeeper$28,445$28,445
EMPLOYEE ID 667Recordkeeper$28,340$28,340
EMPLOYEE ID 479Recordkeeper$27,369$27,369
EMPLOYEE ID 224Recordkeeper$26,718$26,718
EMPLOYEE ID 388Recordkeeper$26,378$26,378
EMPLOYEE ID 634Recordkeeper$26,067$26,067
EMPLOYEE ID 487Recordkeeper$25,382$25,382
GREENBERG GLUSKER FIELDS CLAMANOther Service Provider$23,170$23,170
SENTINEL INSURANCE COMPANY, LTDRecordkeeper$9,584$9,584
BFSG LLCInvestment Advisor$8,146$8,146
ROSSMORE PROPERTY & CASUALTY INSUROther Service Provider$6,796$6,796
ALTIUS IT INCOther Service Provider$6,317$6,317
BLACKROCK INSTITUTIONAL TRUST COMPAOther Service Provider$5,557$5,557
JACKSON LEWIS P.C.ERISA Attorney$5,315$5,315

Verified Provider Profiles

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

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

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