Plan Snapshot
- Plan Sponsor: Mattel, INC.
- Sponsor EIN: 951567322
- Sponsor Address: 333 CONTINENTAL BOULEVARD, EL SEGUNDO, CA, 902455012
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 7,293
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 7,293 | $1.4B | $0 | $0 |
| 2024 | 3,884 | $1.3B | $27.1M | $36.9M |
| 2023 | 3,779 | $1.2B | $26.0M | $38.3M |
| 2022 | 3,841 | $1.0B | $23.6M | $35.1M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Investment Advisor | $354,645 | — | $354,645 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $227,766 | — | $227,766 |
| WILSHIRE ADVISORS INC. | Investment Advisor | $75,000 | — | $75,000 |
| BAKER TILLY US, LLP | Auditor | $56,700 | — | $56,700 |
| MORGAN LEWIS AND BACKIUS LLP | ERISA Attorney | $33,347 | — | $33,347 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $747,458
- Estimated Expense Ratio: 0.053% 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 |
|---|---|---|---|---|---|
| 2025 | $128,334,000 | $424,000 | — | $113,000 | — |
| 2024 | $657,000 | $389,000 | — | $55,000 | — |
| 2023 | $878,000 | $319,935 | — | $54,600 | — |
| 2022 | $1,143,000 | $307,000 | — | — | $831,000 |