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