Plan Snapshot
- Plan Sponsor: The Animation Guild, Local 839
- Sponsor EIN: 951715755
- Sponsor Address: 1105 N. HOLLYWOOD WAY, BURBANK, CA, 91505
- Plan Type: 401(k)
- Total Participants: 4,649
- Total Assets: $658.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 4,649 | $658.7M | $0 | $28.5M |
| 2023 | 4,549 | $583.9M | $0 | $30.2M |
| 2022 | 4,486 | $485.3M | $0 | $32.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $258,540 | — | $258,540 |
| SAGEVIEW ADVISORY GROUP LLC | NONE | $68,000 | — | $68,000 |
| MARSH & MCLENNAN AGENCY LLC | NONE | $47,170 | — | $47,170 |
| MITCHELL SILBERBERG & KNUPP LLP | NONE | $20,640 | — | $20,640 |
| MILLER KAPLAN ARASE, LLP | NONE | $20,300 | — | $20,300 |
| CBIZ BENEFITS & INSURANCE SVCS | NONE | $16,514 | — | $16,514 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SAGEVIEW ADVISORY GROUP LLC — NONE
- MARSH & MCLENNAN AGENCY LLC — NONE
- MITCHELL SILBERBERG & KNUPP LLP — NONE
- MILLER KAPLAN ARASE, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $431,164
- Estimated Expense Ratio: 0.065% 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 | $427,964 | — | — | — | — |
| 2023 | $395,309 | — | — | — | — |
| 2022 | $400,324 | — | — | — | — |