Board Of Trustees, Directors Guild Of America - DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees, Directors Guild Of America -
  • Sponsor EIN: 956027308
  • Sponsor Address: 5055 WILSHIRE BLVD STE 600, LOS ANGELES, CA, 90036
  • Plan Type: DC
  • Total Participants: 22,976
  • Total Assets: $2.3B

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.
202422,976$2.3B$52.1M$28.1M
202323,032$2.2B$40.0M$22.7M
202223,168$2.0B$61.9M$33.8M

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 IRecordkeeper$643,379$643,379
BLACKROCK FINANCIAL MANAGEMENT INCOther Service Provider$614,944$614,944
CAMBRIDGE ASSOCIATES, LLCOther Service Provider$427,500$427,500
EMPLOYEE ID 639Recordkeeper$375,986$375,986
WESTERN ASSET MANAGEMENT COMPANYOther Service Provider$338,340$338,340
STATE STREET BANK & TRUSTOther Service Provider$337,804$337,804
MFS HERITAGE TRUST COMPANYOther Service Provider$331,091$331,091
BURGUNDY ASSET MANAGEMENT LTD.Other Service Provider$319,572$319,572
EMPLOYEE ID 115Recordkeeper$296,571$296,571
NIGRO KARLIN SEGAL & FELDSTEIN, LLPOther Service Provider$259,580$259,580
SEGAL SELECT INSURANCE SERVICES INCOther Service Provider$232,411$232,411
SEYFARTH SHAW LLPInvestment Advisor$227,462$227,462
EMPLOYEE ID 672Recordkeeper$190,954$190,954
EMPLOYEE ID 200Recordkeeper$130,876$130,876
SHENKMAN CAPITAL MANAGEMENT INCOther Service Provider$123,872$123,872
MILLER KAPLAN ARASE LLPAuditor$116,150$116,150
EMPLOYEE ID 296Recordkeeper$114,411$114,411
EMPLOYEE ID 548Recordkeeper$113,647$113,647
EMPLOYEE ID 661Recordkeeper$93,454$93,454
EMPLOYEE ID 120Recordkeeper$92,480$92,480
STATE STREET GLOBAL ADVISORS TRUSTOther Service Provider$91,194$91,194
EMPLOYEE ID 437Recordkeeper$91,027$91,027
AGIO INCOther Service Provider$77,754$77,754
EMPLOYEE ID 114Recordkeeper$73,241$73,241
EMPLOYEE ID 626Recordkeeper$66,993$66,993
EMPLOYEE ID 447Recordkeeper$66,372$66,372
EMPLOYEE ID 434Recordkeeper$61,454$61,454
EMPLOYEE ID 663Recordkeeper$61,424$61,424
EMPLOYEE ID 585Recordkeeper$57,567$57,567
EMPLOYEE ID 469Recordkeeper$54,914$54,914
EMPLOYEE ID 659Recordkeeper$53,983$53,983
EMPLOYEE ID 644Recordkeeper$52,799$52,799
EMPLOYEE ID 246Recordkeeper$52,750$52,750
EMPLOYEE ID 387Recordkeeper$51,759$51,759
BUSH GOTTLIEB, A LAW CORPORATIONOther Service Provider$51,094$51,094
EMPLOYEE ID 207Recordkeeper$49,140$49,140
EMPLOYEE ID 210Recordkeeper$48,890$48,890
EMPLOYEE ID 485Recordkeeper$45,536$45,536
EMPLOYEE ID 233Recordkeeper$44,108$44,108
EMPLOYEE ID 316Recordkeeper$43,177$43,177
EMPLOYEE ID 373Recordkeeper$43,129$43,129
EMPLOYEE ID 163Recordkeeper$41,334$41,334
EMPLOYEE ID 256Recordkeeper$40,453$40,453
EMPLOYEE ID 396Recordkeeper$39,803$39,803
IAPPSYS INC.Other Service Provider$39,167$39,167
EMPLOYEE ID 131Recordkeeper$39,017$39,017
EMPLOYEE ID 374Recordkeeper$38,404$38,404
EMPLOYEE ID 528Recordkeeper$36,736$36,736
EMPLOYEE ID 526Recordkeeper$36,672$36,672
EMPLOYEE ID 647Recordkeeper$36,666$36,666
EMPLOYEE ID 649Recordkeeper$36,154$36,154
EMPLOYEE ID 466Recordkeeper$35,737$35,737
EMPLOYEE ID 353Recordkeeper$35,551$35,551
EMPLOYEE ID 389Recordkeeper$35,286$35,286
EMPLOYEE ID 619Recordkeeper$35,037$35,037
EMPLOYEE ID 456Recordkeeper$34,316$34,316
EMPLOYEE ID 382Recordkeeper$34,298$34,298
EMPLOYEE ID 480Recordkeeper$33,882$33,882
EMPLOYEE ID 657Recordkeeper$33,557$33,557
EMPLOYEE ID 223Recordkeeper$31,465$31,465
EMPLOYEE ID 269Recordkeeper$30,472$30,472
EMPLOYEE ID 390Recordkeeper$30,096$30,096
EMPLOYEE ID 488Recordkeeper$29,897$29,897
EMPLOYEE ID 636Recordkeeper$29,624$29,624
EMPLOYEE ID 310Recordkeeper$28,502$28,502
EMPLOYEE ID 630Recordkeeper$28,436$28,436
EMPLOYEE ID 667Recordkeeper$28,340$28,340
EMPLOYEE ID 479Recordkeeper$27,361$27,361
EMPLOYEE ID 224Recordkeeper$26,710$26,710
EMPLOYEE ID 388Recordkeeper$26,370$26,370
EMPLOYEE ID 634Recordkeeper$26,059$26,059
EMPLOYEE ID 487Recordkeeper$25,375$25,375
GREENBERG GLUSKER FIELDS CLAMANOther Service Provider$23,170$23,170
WELLS FARGO BANK, N.A.Other Service Provider$16,049$16,049
SENTINEL INSURANCE COMPANY, LTDRecordkeeper$9,584$9,584
BFSG LLCInvestment Advisor$8,146$8,146
ROSSMORE PROPERTY & CASUALTY INSURAOther Service Provider$6,796$6,796
BLACKROCK INSTITUTIONAL TRUST COMPAOther Service Provider$6,452$6,452
ALTIUS IT INCOther Service Provider$6,317$6,317
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: $7,731,395
  • Estimated Expense Ratio: 0.333% 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$11,309,036$2,896,345$112,150
2023$9,730,634$2,918,593$107,400
2022$9,556,495$2,772,274$1,212,025

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