Plan Snapshot

Plan Sponsor: Board Of Trustees Screen Actors Guild - Producers
Sponsor EIN: 952110997
Sponsor Address: 3601 WEST OLIVE AVENUE, BURBANK, CA, 91505
Plan Type: DB
Total Participants: 31,218
Total Assets: $5.3B

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	31,218	$5.3B	$354.5M	$0
2023	31,823	$4.9B	$282.0M	$0
2022	33,798	$4.4B	$358.7M	$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
BRIDGEWATER	NONE	$3,850,329	—	$3,850,329
JP MORGAN ASSET MANAGEMENT INC	NONE	$2,781,322	—	$2,781,322
HAMILTON LANE	NONE	$1,624,337	—	$1,624,337
VOYA ALTERNATIVE ASSET MANAGEMENT	NONE	$1,463,399	—	$1,463,399
HUB INTERNATIONAL INSURANCE SERVICE	NONE	$1,216,210	—	$1,216,210
ACADIAN ASSET MANAGEMENT	NONE	$1,177,529	—	$1,177,529
LAZARD ASSET MANAGEMENT LLC	NONE	$1,079,431	—	$1,079,431
WALTER SCOTT PARTNERS LIMITED	NONE	$1,052,567	—	$1,052,567
WILLIAM BLAIR INVESTMENT MANAGEMENT	NONE	$822,406	—	$822,406
NIGRO, KARLIN, SEGAL & FELDSTEIN	NONE	$659,214	—	$659,214
WITHUMSMITH + BROWN	NONE	$434,286	—	$434,286
WELLINGTON MANAGEMENT COMPANY	NONE	$384,317	—	$384,317
MEKETA INVESTMENT GROUP, INC.	NONE	$313,000	—	$313,000
REAMS ASSET MANAGEMENT	NONE	$297,000	—	$297,000
HORIZON ACTUARIAL SERVICES, LLC	NONE	$289,844	—	$289,844
PARAMETRIC	NONE	$233,079	—	$233,079
EMPLOYEE NUMBER 001553	EMPLOYEE	$218,388	—	$218,388
COGNIZANT WORLDWIDE LIMITED	NONE	$195,079	—	$195,079
NORTHERN TRUST	NONE	$189,274	—	$189,274
COHEN, WEISS AND SIMON, LLP.	NONE	$168,172	—	$168,172
PROSKAUER ROSE, LLP.	NONE	$164,904	—	$164,904
EMPLOYEE NUMBER 000195	EMPLOYEE	$158,820	—	$158,820
BUSH GOTTLIEB, A LAW CORP.	NONE	$154,744	—	$154,744
EMPLOYEE NUMBER 001568	EMPLOYEE	$126,154	—	$126,154
EMPLOYEE NUMBER 000319	EMPLOYEE	$125,474	—	$125,474
EMPLOYEE NUMBER 000428	EMPLOYEE	$118,519	—	$118,519
EMPLOYEE NUMBER 000401	EMPLOYEE	$115,525	—	$115,525
EMPLOYEE NUMBER 001574	EMPLOYEE	$106,269	—	$106,269
EMPLOYEE NUMBER 000391	EMPLOYEE	$105,571	—	$105,571
TEKSYSTEMS, INC.	NONE	$104,158	—	$104,158
HITACHI DIGITAL SERVICES LLC	NONE	$102,095	—	$102,095
AVANADE INC.	NONE	$98,825	—	$98,825
GARTNER, INC.	NONE	$95,704	—	$95,704
EMPLOYEE NUMBER 000335	EMPLOYEE	$95,189	—	$95,189
EMPLOYEE NUMBER 000136	EMPLOYEE	$95,165	—	$95,165
VECTOR RESOURCES, INC.	NONE	$95,003	—	$95,003
ENCLOUD SERVICES LLC.	NONE	$94,230	—	$94,230
NEXUSTEK	NONE	$90,768	—	$90,768
EMPLOYEE NUMBER 000175	EMPLOYEE	$89,045	—	$89,045
CSC COVANSYS, CORP.	NONE	$87,670	—	$87,670
EMPLOYEE NUMBER 000430	EMPLOYEE	$87,347	—	$87,347
EMPLOYEE NUMBER 001212	EMPLOYEE	$87,162	—	$87,162
NTH GENERATION COMPUTING, INC.	NONE	$86,159	—	$86,159
EMPLOYEE NUMBER 062065	EMPLOYEE	$85,538	—	$85,538
EMPLOYEE NUMBER 000170	EMPLOYEE	$81,505	—	$81,505
STATE STREET GLOBAL ADVISORS	NONE	$81,157	—	$81,157
EMPLOYEE NUMBER 000220	EMPLOYEE	$79,479	—	$79,479
EMPLOYEE NUMBER 001417	EMPLOYEE	$76,722	—	$76,722
EMPLOYEE NUMBER 000264	EMPLOYEE	$74,995	—	$74,995
TURNER TECHTRONICS	NONE	$74,660	—	$74,660
EMPLOYEE NUMBER 001392	EMPLOYEE	$73,979	—	$73,979
RADIXBAY, LLC.	NONE	$72,243	—	$72,243
EMPLOYEE NUMBER 000384	EMPLOYEE	$70,718	—	$70,718
EMPLOYEE NUMBER 000283	EMPLOYEE	$70,611	—	$70,611
THRIVE OPERATIONS, LLC	NONE	$68,539	—	$68,539
EMPLOYEE NUMBER 000364	EMPLOYEE	$68,328	—	$68,328
EMPLOYEE NUMBER 000140	EMPLOYEE	$65,511	—	$65,511
EMPLOYEE NUMBER 001380	EMPLOYEE	$61,557	—	$61,557
EMPLOYEE NUMBER 000397	EMPLOYEE	$61,204	—	$61,204
EMPLOYEE NUMBER 000304	EMPLOYEE	$61,115	—	$61,115
EMPLOYEE NUMBER 001239	EMPLOYEE	$60,506	—	$60,506
EMPLOYEE NUMBER 000287	EMPLOYEE	$60,092	—	$60,092
EMPLOYEE NUMBER 001538	EMPLOYEE	$58,746	—	$58,746
EMPLOYEE NUMBER 050202	EMPLOYEE	$58,724	—	$58,724
EMPLOYEE NUMBER 000284	EMPLOYEE	$58,491	—	$58,491
EMPLOYEE NUMBER 000213	EMPLOYEE	$58,397	—	$58,397
EMPLOYEE NUMBER 000459	EMPLOYEE	$57,860	—	$57,860
EMPLOYEE NUMBER 000315	EMPLOYEE	$57,117	—	$57,117
EMPLOYEE NUMBER 000451	EMPLOYEE	$56,040	—	$56,040
EMPLOYEE NUMBER 000356	EMPLOYEE	$55,748	—	$55,748
ATACCAMA CORP	NONE	$55,593	—	$55,593
EMPLOYEE NUMBER 000372	EMPLOYEE	$55,401	—	$55,401
EMPLOYEE NUMBER 000296	EMPLOYEE	$52,917	—	$52,917
EMPLOYEE NUMBER 000291	EMPLOYEE	$52,731	—	$52,731
INNOVEST SYSTEMS, LLC	NONE	$52,007	—	$52,007
EMPLOYEE NUMBER 000415	EMPLOYEE	$51,703	—	$51,703
EMPLOYEE NUMBER 001427	EMPLOYEE	$50,263	—	$50,263
EMPLOYEE NUMBER 000182	EMPLOYEE	$50,181	—	$50,181
WAGENER LAW, A PROESSIONAL CORPORAT	NONE	$49,676	—	$49,676
EMPLOYEE NUMBER 001293	EMPLOYEE	$49,565	—	$49,565
EMPLOYEE NUMBER 000332	EMPLOYEE	$46,401	—	$46,401
EMPLOYEE NUMBER 000362	EMPLOYEE	$46,149	—	$46,149
EMPLOYEE NUMBER 001308	EMPLOYEE	$46,004	—	$46,004
EMPLOYEE NUMBER 000441	EMPLOYEE	$44,953	—	$44,953
EMPLOYEE NUMBER 000159	EMPLOYEE	$43,967	—	$43,967
EMPLOYEE NUMBER 000249	EMPLOYEE	$43,913	—	$43,913
EMPLOYEE NUMBER 000351	EMPLOYEE	$43,235	—	$43,235
EMPLOYEE NUMBER 000338	EMPLOYEE	$42,852	—	$42,852
EMPLOYEE NUMBER 000113	EMPLOYEE	$42,111	—	$42,111
SCALA STUDIO LLC	NONE	$41,291	—	$41,291
EMPLOYEE NUMBER 000208	EMPLOYEE	$39,744	—	$39,744
EMPLOYEE NUMBER 000426	EMPLOYEE	$39,647	—	$39,647
EMPLOYEE NUMBER 000350	EMPLOYEE	$39,295	—	$39,295
EMPLOYEE NUMBER 000357	EMPLOYEE	$39,001	—	$39,001
EMPLOYEE NUMBER 000230	EMPLOYEE	$38,972	—	$38,972
EMPLOYEE NUMBER 000282	EMPLOYEE	$38,830	—	$38,830
EMPLOYEE NUMBER 000278	EMPLOYEE	$37,501	—	$37,501
EMPLOYEE NUMBER 000263	EMPLOYEE	$37,307	—	$37,307
EMPLOYEE NUMBER 000337	EMPLOYEE	$37,175	—	$37,175
EMPLOYEE NUMBER 000436	EMPLOYEE	$36,491	—	$36,491
ALLEGRO SOLUTIONS, INC.	NONE	$36,115	—	$36,115
EMPLOYEE NUMBER 000402	EMPLOYEE	$35,646	—	$35,646
EMPLOYEE NUMBER 000270	EMPLOYEE	$35,613	—	$35,613
EMPLOYEE NUMBER 001219	EMPLOYEE	$35,391	—	$35,391
EMPLOYEE NUMBER 000277	EMPLOYEE	$35,045	—	$35,045
EMPLOYEE NUMBER 001005	EMPLOYEE	$35,006	—	$35,006
EMPLOYEE NUMBER 000151	EMPLOYEE	$33,346	—	$33,346
EMPLOYEE NUMBER 000276	EMPLOYEE	$33,250	—	$33,250
EMPLOYEE NUMBER 000232	EMPLOYEE	$33,180	—	$33,180
EMPLOYEE NUMBER 000352	EMPLOYEE	$33,170	—	$33,170
EMPLOYEE NUMBER 000193	EMPLOYEE	$32,793	—	$32,793
EMPLOYEE NUMBER 000460	EMPLOYEE	$32,510	—	$32,510
PROGRESS SOFTWARE, CORP.	NONE	$31,677	—	$31,677
EMPLOYEE NUMBER 001111	EMPLOYEE	$31,578	—	$31,578
EMPLOYEE NUMBER 000449	EMPLOYEE	$31,171	—	$31,171
EMPLOYEE NUMBER 001131	EMPLOYEE	$30,863	—	$30,863
EMPLOYEE NUMBER 000146	EMPLOYEE	$30,796	—	$30,796
EMPLOYEE NUMBER 000443	EMPLOYEE	$30,587	—	$30,587
GREENBERG GLUSKER	NONE	$30,526	—	$30,526
EMPLOYEE NUMBER 000410	EMPLOYEE	$30,080	—	$30,080
EMPLOYEE NUMBER 001541	EMPLOYEE	$29,955	—	$29,955
EMPLOYEE NUMBER 001400	EMPLOYEE	$29,751	—	$29,751
EMPLOYEE NUMBER 000438	EMPLOYEE	$29,193	—	$29,193
EMPLOYEE NUMBER 000454	EMPLOYEE	$29,096	—	$29,096
EMPLOYEE NUMBER 000069	EMPLOYEE	$28,844	—	$28,844
EMPLOYEE NUMBER 000177	EMPLOYEE	$28,603	—	$28,603
EMPLOYEE NUMBER 000463	EMPLOYEE	$27,408	—	$27,408
EMPLOYEE NUMBER 000271	EMPLOYEE	$26,800	—	$26,800
EMPLOYEE NUMBER 000308	EMPLOYEE	$26,707	—	$26,707
EMPLOYEE NUMBER 000299	EMPLOYEE	$26,687	—	$26,687
EMPLOYEE NUMBER 000229	EMPLOYEE	$26,682	—	$26,682
EMPLOYEE NUMBER 000406	EMPLOYEE	$26,564	—	$26,564
EMPLOYEE NUMBER 001479	EMPLOYEE	$26,337	—	$26,337
EMPLOYEE NUMBER 000440	EMPLOYEE	$25,929	—	$25,929
EMPLOYEE NUMBER 001551	EMPLOYEE	$25,769	—	$25,769
HELMER FRIEDMAN LLP CLIENT TRUST AC	NONE	$25,432	—	$25,432
THE HARTFORD	NONE	$22,148	—	$22,148
VANGUARD	NONE	$21,895	—	$21,895
CAREER STRATEGIES TEMPORARY, INC.	NONE	$19,778	—	$19,778
DAVID L WEISSMAN	TRUSTEE	$18,421	—	$18,421
UKG INC.	NONE	$17,636	—	$17,636
AZUL CONSULTING, INC.	NONE	$15,876	—	$15,876
DOUGLAS WOOD	TRUSTEE	$15,091	—	$15,091
EVEREST COMPUTERS INC.	NONE	$14,960	—	$14,960
EVOLVE SECURITY, LLC.	NONE	$14,311	—	$14,311
KIM STEVENS	TRUSTEE	$13,521	—	$13,521
STACY MARCUS	TRUSTEE	$13,160	—	$13,160
WORLD INVESTMENT ADVISORS, LLC	NONE	$13,092	—	$13,092
CLOUDFLARE, INC.	NONE	$12,480	—	$12,480
MOD OP, LLC	NONE	$11,839	—	$11,839
THERMAL CONCEPTS, INC.	NONE	$8,785	—	$8,785
SOLOMON LAW, APC	NONE	$8,510	—	$8,510
JIM BRACCHITTA	TRUSTEE	$8,454	—	$8,454
GORDON REES SCULLY MANSUKHANI, LLC	NONE	$8,284	—	$8,284
NED VAUGHN	TRUSTEE	$8,123	—	$8,123
JOHN T. MCGUIRE	TRUSTEE	$8,021	—	$8,021
BRANDYWINE GLOBAL	NONE	$7,503	—	$7,503
KIPI.BI LLC	NONE	$7,137	—	$7,137
LINDA POWELL	TRUSTEE	$7,041	—	$7,041
AKKODIS, INC	NONE	$6,500	—	$6,500
CAPITAL GROUP RETIREMENT PLAN SERVI	NONE	$5,348	—	$5,348
RICHARD MASUR	TRUSTEE	$5,283	—	$5,283
ENVOY GLOBAL, INC.	NONE	$5,281	—	$5,281

Verified Provider Profiles

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

JP MORGAN ASSET MANAGEMENT INC — NONE
WITHUMSMITH + BROWN — NONE
THE HARTFORD — NONE
DAVID L WEISSMAN — TRUSTEE
DOUGLAS WOOD — TRUSTEE
KIM STEVENS — TRUSTEE
STACY MARCUS — TRUSTEE
JIM BRACCHITTA — TRUSTEE
NED VAUGHN — TRUSTEE
JOHN T. MCGUIRE — TRUSTEE
LINDA POWELL — TRUSTEE
RICHARD MASUR — TRUSTEE

Plan Fees & Expenses

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

Total Service Provider Fees: $25,504,719
Estimated Expense Ratio: 0.485% 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	$50,927,186	$32,812,976	—	$434,286	—
2023	$47,106,454	$29,835,943	—	$410,697	—
2022	$66,695,941	$50,295,863	—	—	$2,132,020

Board Of Trustees Screen Actors Guild - Producers DB Plan