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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22,976 | $2.3B | $52.1M | $28.1M |
| 2023 | 23,032 | $2.2B | $40.0M | $22.7M |
| 2022 | 23,168 | $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 I | Recordkeeper | $643,379 | — | $643,379 |
| BLACKROCK FINANCIAL MANAGEMENT INC | Other Service Provider | $614,944 | — | $614,944 |
| CAMBRIDGE ASSOCIATES, LLC | Other Service Provider | $427,500 | — | $427,500 |
| EMPLOYEE ID 639 | Recordkeeper | $375,986 | — | $375,986 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $338,340 | — | $338,340 |
| STATE STREET BANK & TRUST | Other Service Provider | $337,804 | — | $337,804 |
| MFS HERITAGE TRUST COMPANY | Other Service Provider | $331,091 | — | $331,091 |
| BURGUNDY ASSET MANAGEMENT LTD. | Other Service Provider | $319,572 | — | $319,572 |
| EMPLOYEE ID 115 | Recordkeeper | $296,571 | — | $296,571 |
| NIGRO KARLIN SEGAL & FELDSTEIN, LLP | Other Service Provider | $259,580 | — | $259,580 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $232,411 | — | $232,411 |
| SEYFARTH SHAW LLP | Investment Advisor | $227,462 | — | $227,462 |
| EMPLOYEE ID 672 | Recordkeeper | $190,954 | — | $190,954 |
| EMPLOYEE ID 200 | Recordkeeper | $130,876 | — | $130,876 |
| SHENKMAN CAPITAL MANAGEMENT INC | Other Service Provider | $123,872 | — | $123,872 |
| MILLER KAPLAN ARASE LLP | Auditor | $116,150 | — | $116,150 |
| EMPLOYEE ID 296 | Recordkeeper | $114,411 | — | $114,411 |
| EMPLOYEE ID 548 | Recordkeeper | $113,647 | — | $113,647 |
| EMPLOYEE ID 661 | Recordkeeper | $93,454 | — | $93,454 |
| EMPLOYEE ID 120 | Recordkeeper | $92,480 | — | $92,480 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $91,194 | — | $91,194 |
| EMPLOYEE ID 437 | Recordkeeper | $91,027 | — | $91,027 |
| AGIO INC | Other Service Provider | $77,754 | — | $77,754 |
| EMPLOYEE ID 114 | Recordkeeper | $73,241 | — | $73,241 |
| EMPLOYEE ID 626 | Recordkeeper | $66,993 | — | $66,993 |
| EMPLOYEE ID 447 | Recordkeeper | $66,372 | — | $66,372 |
| EMPLOYEE ID 434 | Recordkeeper | $61,454 | — | $61,454 |
| EMPLOYEE ID 663 | Recordkeeper | $61,424 | — | $61,424 |
| EMPLOYEE ID 585 | Recordkeeper | $57,567 | — | $57,567 |
| EMPLOYEE ID 469 | Recordkeeper | $54,914 | — | $54,914 |
| EMPLOYEE ID 659 | Recordkeeper | $53,983 | — | $53,983 |
| EMPLOYEE ID 644 | Recordkeeper | $52,799 | — | $52,799 |
| EMPLOYEE ID 246 | Recordkeeper | $52,750 | — | $52,750 |
| EMPLOYEE ID 387 | Recordkeeper | $51,759 | — | $51,759 |
| BUSH GOTTLIEB, A LAW CORPORATION | Other Service Provider | $51,094 | — | $51,094 |
| EMPLOYEE ID 207 | Recordkeeper | $49,140 | — | $49,140 |
| EMPLOYEE ID 210 | Recordkeeper | $48,890 | — | $48,890 |
| EMPLOYEE ID 485 | Recordkeeper | $45,536 | — | $45,536 |
| EMPLOYEE ID 233 | Recordkeeper | $44,108 | — | $44,108 |
| EMPLOYEE ID 316 | Recordkeeper | $43,177 | — | $43,177 |
| EMPLOYEE ID 373 | Recordkeeper | $43,129 | — | $43,129 |
| EMPLOYEE ID 163 | Recordkeeper | $41,334 | — | $41,334 |
| EMPLOYEE ID 256 | Recordkeeper | $40,453 | — | $40,453 |
| EMPLOYEE ID 396 | Recordkeeper | $39,803 | — | $39,803 |
| IAPPSYS INC. | Other Service Provider | $39,167 | — | $39,167 |
| EMPLOYEE ID 131 | Recordkeeper | $39,017 | — | $39,017 |
| EMPLOYEE ID 374 | Recordkeeper | $38,404 | — | $38,404 |
| EMPLOYEE ID 528 | Recordkeeper | $36,736 | — | $36,736 |
| EMPLOYEE ID 526 | Recordkeeper | $36,672 | — | $36,672 |
| EMPLOYEE ID 647 | Recordkeeper | $36,666 | — | $36,666 |
| EMPLOYEE ID 649 | Recordkeeper | $36,154 | — | $36,154 |
| EMPLOYEE ID 466 | Recordkeeper | $35,737 | — | $35,737 |
| EMPLOYEE ID 353 | Recordkeeper | $35,551 | — | $35,551 |
| EMPLOYEE ID 389 | Recordkeeper | $35,286 | — | $35,286 |
| EMPLOYEE ID 619 | Recordkeeper | $35,037 | — | $35,037 |
| EMPLOYEE ID 456 | Recordkeeper | $34,316 | — | $34,316 |
| EMPLOYEE ID 382 | Recordkeeper | $34,298 | — | $34,298 |
| EMPLOYEE ID 480 | Recordkeeper | $33,882 | — | $33,882 |
| EMPLOYEE ID 657 | Recordkeeper | $33,557 | — | $33,557 |
| EMPLOYEE ID 223 | Recordkeeper | $31,465 | — | $31,465 |
| EMPLOYEE ID 269 | Recordkeeper | $30,472 | — | $30,472 |
| EMPLOYEE ID 390 | Recordkeeper | $30,096 | — | $30,096 |
| EMPLOYEE ID 488 | Recordkeeper | $29,897 | — | $29,897 |
| EMPLOYEE ID 636 | Recordkeeper | $29,624 | — | $29,624 |
| EMPLOYEE ID 310 | Recordkeeper | $28,502 | — | $28,502 |
| EMPLOYEE ID 630 | Recordkeeper | $28,436 | — | $28,436 |
| EMPLOYEE ID 667 | Recordkeeper | $28,340 | — | $28,340 |
| EMPLOYEE ID 479 | Recordkeeper | $27,361 | — | $27,361 |
| EMPLOYEE ID 224 | Recordkeeper | $26,710 | — | $26,710 |
| EMPLOYEE ID 388 | Recordkeeper | $26,370 | — | $26,370 |
| EMPLOYEE ID 634 | Recordkeeper | $26,059 | — | $26,059 |
| EMPLOYEE ID 487 | Recordkeeper | $25,375 | — | $25,375 |
| GREENBERG GLUSKER FIELDS CLAMAN | Other Service Provider | $23,170 | — | $23,170 |
| WELLS FARGO BANK, N.A. | Other Service Provider | $16,049 | — | $16,049 |
| SENTINEL INSURANCE COMPANY, LTD | Recordkeeper | $9,584 | — | $9,584 |
| BFSG LLC | Investment Advisor | $8,146 | — | $8,146 |
| ROSSMORE PROPERTY & CASUALTY INSURA | Other Service Provider | $6,796 | — | $6,796 |
| BLACKROCK INSTITUTIONAL TRUST COMPA | Other Service Provider | $6,452 | — | $6,452 |
| ALTIUS IT INC | Other 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:
- J.P. MORGAN INVESTMENT MANAGEMENT I — Recordkeeper
- EMPLOYEE ID 639 — Recordkeeper
- EMPLOYEE ID 115 — Recordkeeper
- SEYFARTH SHAW LLP — Investment Advisor
- EMPLOYEE ID 672 — Recordkeeper
- EMPLOYEE ID 200 — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- EMPLOYEE ID 296 — Recordkeeper
- EMPLOYEE ID 548 — Recordkeeper
- EMPLOYEE ID 661 — Recordkeeper
- EMPLOYEE ID 120 — Recordkeeper
- EMPLOYEE ID 437 — Recordkeeper
- EMPLOYEE ID 114 — Recordkeeper
- EMPLOYEE ID 626 — Recordkeeper
- EMPLOYEE ID 447 — Recordkeeper
- EMPLOYEE ID 434 — Recordkeeper
- EMPLOYEE ID 663 — Recordkeeper
- EMPLOYEE ID 585 — Recordkeeper
- EMPLOYEE ID 469 — Recordkeeper
- EMPLOYEE ID 659 — Recordkeeper
- EMPLOYEE ID 644 — Recordkeeper
- EMPLOYEE ID 246 — Recordkeeper
- EMPLOYEE ID 387 — Recordkeeper
- EMPLOYEE ID 207 — Recordkeeper
- EMPLOYEE ID 210 — Recordkeeper
- EMPLOYEE ID 485 — Recordkeeper
- EMPLOYEE ID 233 — Recordkeeper
- EMPLOYEE ID 316 — Recordkeeper
- EMPLOYEE ID 373 — Recordkeeper
- EMPLOYEE ID 163 — Recordkeeper
- EMPLOYEE ID 256 — Recordkeeper
- EMPLOYEE ID 396 — Recordkeeper
- EMPLOYEE ID 131 — Recordkeeper
- EMPLOYEE ID 374 — Recordkeeper
- EMPLOYEE ID 528 — Recordkeeper
- EMPLOYEE ID 526 — Recordkeeper
- EMPLOYEE ID 647 — Recordkeeper
- EMPLOYEE ID 649 — Recordkeeper
- EMPLOYEE ID 466 — Recordkeeper
- EMPLOYEE ID 353 — Recordkeeper
- EMPLOYEE ID 389 — Recordkeeper
- EMPLOYEE ID 619 — Recordkeeper
- EMPLOYEE ID 456 — Recordkeeper
- EMPLOYEE ID 382 — Recordkeeper
- EMPLOYEE ID 480 — Recordkeeper
- EMPLOYEE ID 657 — Recordkeeper
- EMPLOYEE ID 223 — Recordkeeper
- EMPLOYEE ID 269 — Recordkeeper
- EMPLOYEE ID 390 — Recordkeeper
- EMPLOYEE ID 488 — Recordkeeper
- EMPLOYEE ID 636 — Recordkeeper
- EMPLOYEE ID 310 — Recordkeeper
- EMPLOYEE ID 630 — Recordkeeper
- EMPLOYEE ID 667 — Recordkeeper
- EMPLOYEE ID 479 — Recordkeeper
- EMPLOYEE ID 224 — Recordkeeper
- EMPLOYEE ID 388 — Recordkeeper
- EMPLOYEE ID 634 — Recordkeeper
- EMPLOYEE ID 487 — Recordkeeper
- SENTINEL INSURANCE COMPANY, LTD — Recordkeeper
- BFSG LLC — Investment Advisor
- JACKSON LEWIS P.C. — ERISA Attorney
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 |