Plan Snapshot
- Plan Sponsor: Mattel, INC.
- Sponsor EIN: 951567322
- Sponsor Address: 333 CONTINENTAL BLVD M1-0304, EL SEGUNDO, CA, 902455012
- Plan Type: DB
- Total Participants: 165
- Total Assets: $329.0M
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 | 165 | $329.0M | $20.7M | $0 |
| 2023 | 222 | $289.2M | $7.0M | $0 |
| 2022 | 246 | $280.1M | $8.0M | $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 |
|---|---|---|---|---|
| PIMCO | INVESTMENT MANAGEMENT | $468,695 | — | $468,695 |
| AON INVESTMENTS USA INC | INV ADVISOR | $246,777 | — | $246,777 |
| LOOMIS SAYLES TRUST COMPANY | INVESTMENT MANAGEMENT | $161,676 | — | $161,676 |
| AON CONSULTING INC | ACTUARY | $119,000 | — | $119,000 |
| FID INV INSTL OPS CO | CONSULTING | $60,000 | — | $60,000 |
| MOSS ADAMS LLP | AUDITOR | $38,325 | — | $38,325 |
| BAKER TILLY US, LLP | Auditor | $38,325 | — | $38,325 |
| FIDELITY MANAGEMENT TRUST CO | TRUSTTEE | $14,790 | — | $14,790 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC — ACTUARY
- FID INV INSTL OPS CO — CONSULTING
- MOSS ADAMS LLP — AUDITOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,147,588
- Estimated Expense Ratio: 0.349% 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 | $3,259,538 | $877,148 | $60,000 | $38,325 | — |
| 2023 | $4,123,000 | $703,925 | — | $38,325 | — |
| 2022 | $4,125,402 | $699,936 | — | — | $695,977 |