Plan Snapshot

Plan Sponsor: Trustees Writers' Guild - Industry Health Fund
Sponsor EIN: 237108536
Sponsor Address: 2900 W. ALAMEDA AVENUE, SUITE 1100, BURBANK, CA, 915054220
Plan Type: 401(k)
Plan Number: 501
Total Participants: 9,021
Total Assets: $232.9M

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	9,021	$232.9M	$203.4M	$7.1M
2023	9,896	$285.0M	$157.9M	$7.3M
2022	9,571	$358.1M	$233.4M	$7.7M

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
SAVEONSP, LLC	Other Service Provider	$3,847,619	—	$3,847,619
CARROT FERTILITY INC	Other Service Provider	$3,068,341	—	$3,068,341
BC LIFE & HEALTH INSURANCE CO	Other Service Provider	$2,857,316	—	$2,857,316
NIGRO KARLIN SEGAL & FELDSTEIN	Other Service Provider	$875,000	—	$875,000
VISION SERVICE PLAN	Other Service Provider	$760,460	—	$760,460
DELTA DENTAL	Other Service Provider	$576,715	—	$576,715
BROWN & BROWN OF MA, LLC	Other Service Provider	$461,229	—	$461,229
GREEN LIGHT	Other Service Provider	$438,674	—	$438,674
EMPLOYEE 1008	Recordkeeper	$353,560	—	$353,560
WITHUMSMITH+BROWN PC	Auditor	$326,755	—	$326,755
SWITCH LTD	Other Service Provider	$324,776	—	$324,776
CONTIGO HEALTH LLC	Other Service Provider	$323,783	—	$323,783
SEGAL CONSULTING	Recordkeeper	$313,434	—	$313,434
NTT AMERICA INC.	Other Service Provider	$306,329	—	$306,329
UCLA HEALTH	Other Service Provider	$305,830	—	$305,830
KRAW LAW GROUP	Other Service Provider	$279,894	—	$279,894
INNOVEST SYSTEMS LLC	Other Service Provider	$251,803	—	$251,803
EMPLOYEE 1013	Recordkeeper	$245,943	—	$245,943
THE HARTFORD	Other Service Provider	$227,363	—	$227,363
GARTNER INC	Other Service Provider	$218,276	—	$218,276
VITECH SYSTEMS GROUP, INC	Other Service Provider	$217,185	—	$217,185
EPLAN	Other Service Provider	$211,576	—	$211,576
PROSKAUER ROSE LLP	Other Service Provider	$209,717	—	$209,717
EMPLOYEE 0237	Recordkeeper	$182,917	—	$182,917
LOGICALIS INC	Other Service Provider	$175,581	—	$175,581
EMPLOYEE 4359	Recordkeeper	$157,682	—	$157,682
SIDEPATH, INC.	Other Service Provider	$139,009	—	$139,009
EMPLOYEE 7415	Recordkeeper	$136,538	—	$136,538
EMPLOYEE 1017	Recordkeeper	$134,388	—	$134,388
PART D ADVISORS INC	Other Service Provider	$133,775	—	$133,775
EMPLOYEE 5351	Recordkeeper	$114,030	—	$114,030
EMPLOYEE 4935	Recordkeeper	$111,300	—	$111,300
EMPLOYEE 1495	Recordkeeper	$108,372	—	$108,372
CONSIDINE & ASSOCIATES INC	Other Service Provider	$106,210	—	$106,210
TEKNITA LLC	Other Service Provider	$105,485	—	$105,485
EMPLOYEE 1011	Recordkeeper	$104,775	—	$104,775
EMPLOYEE 4305	Recordkeeper	$104,704	—	$104,704
EMPLOYEE 1341	Recordkeeper	$103,656	—	$103,656
EMPLOYEE 5688	Recordkeeper	$103,249	—	$103,249
EMPLOYEE 393	Recordkeeper	$103,116	—	$103,116
EMPLOYEE 3830	Recordkeeper	$102,902	—	$102,902
EMPLOYEE 6743	Recordkeeper	$102,426	—	$102,426
EMPLOYEE 5147	Recordkeeper	$102,415	—	$102,415
EMPLOYEE 4362	Recordkeeper	$101,586	—	$101,586
EMPLOYEE 2807	Recordkeeper	$101,239	—	$101,239
EMPLOYEE 1045	Recordkeeper	$100,676	—	$100,676
EMPLOYEE 2669	Recordkeeper	$98,871	—	$98,871
CAREER STRATEGIES INC	Other Service Provider	$97,808	—	$97,808
EMPLOYEE 514	Recordkeeper	$96,247	—	$96,247
EMPLOYEE 4270	Recordkeeper	$96,063	—	$96,063
EMPLOYEE 2700	Recordkeeper	$94,095	—	$94,095
EMPLOYEE 1842	Recordkeeper	$91,560	—	$91,560
EMPLOYEE 8265	Recordkeeper	$90,750	—	$90,750
MICHAEL D MARSH	Other Service Provider	$88,800	—	$88,800
EMPLOYEE 9823	Recordkeeper	$87,835	—	$87,835
EMPLOYEE 3428	Recordkeeper	$84,153	—	$84,153
EMPLOYEE 6682	Recordkeeper	$84,150	—	$84,150
PROPHIX SOFTWARE INC	Other Service Provider	$79,969	—	$79,969
EMPLOYEE 6859	Recordkeeper	$79,877	—	$79,877
EMPLOYEE 4230	Recordkeeper	$79,693	—	$79,693
EMPLOYEE 5221	Recordkeeper	$78,180	—	$78,180
TECHNOLOGY MANAGEMENT CONCEPTS	Other Service Provider	$76,710	—	$76,710
EMPLOYEE 4244	Recordkeeper	$76,406	—	$76,406
ORACLE AMERICA, INC.	Other Service Provider	$75,136	—	$75,136
EMPLOYEE 3336	Recordkeeper	$75,046	—	$75,046
EMPLOYEE 2388	Recordkeeper	$74,214	—	$74,214
IRON MOUNTAIN (NY)	Other Service Provider	$74,157	—	$74,157
EMPLOYEE 4202	Recordkeeper	$71,333	—	$71,333
EMPLOYEE 1014	Recordkeeper	$69,804	—	$69,804
EMPLOYEE 4215	Recordkeeper	$69,310	—	$69,310
EMPLOYEE 4162	Recordkeeper	$68,476	—	$68,476
EMPLOYEE 4226	Recordkeeper	$67,655	—	$67,655
EMPLOYEE 9234	Recordkeeper	$66,688	—	$66,688
EMPLOYEE 8237	Recordkeeper	$66,609	—	$66,609
EMPLOYEE 9947	Recordkeeper	$66,609	—	$66,609
EMPLOYEE 9032	Recordkeeper	$65,965	—	$65,965
NORTHERN TRUST	Other Service Provider	$65,400	—	$65,400
EMPLOYEE 5175	Recordkeeper	$62,573	—	$62,573
EMPLOYEE 4339	Recordkeeper	$61,740	—	$61,740
EMPLOYEE 4272	Recordkeeper	$60,409	—	$60,409
MEKETA INVESTMENT GROUP, INC.	Other Service Provider	$60,000	—	$60,000
EMPLOYEE 3941	Recordkeeper	$56,918	—	$56,918
EMPLOYEE 4313	Recordkeeper	$56,270	—	$56,270
EMPLOYEE 9830	Recordkeeper	$55,981	—	$55,981
EMPLOYEE 4370	Recordkeeper	$55,957	—	$55,957
EMPLOYEE 3665	Recordkeeper	$55,475	—	$55,475
EMPLOYEE 3886	Recordkeeper	$55,107	—	$55,107
BG CONSULTING	Other Service Provider	$53,750	—	$53,750
EMPLOYEE 7922	Recordkeeper	$53,219	—	$53,219
EMPLOYEE 8355	Recordkeeper	$52,959	—	$52,959
AT&T	Other Service Provider	$52,753	—	$52,753
IRON MOUNTAIN (CA)	Other Service Provider	$52,593	—	$52,593
EMPLOYEE 0381	Recordkeeper	$51,780	—	$51,780
EMPLOYEE 4316	Recordkeeper	$51,402	—	$51,402
EMPLOYEE 4238	Recordkeeper	$50,642	—	$50,642
THE HOUSE OF PRINTING, INC	Other Service Provider	$50,615	—	$50,615
EMPLOYEE 7542	Recordkeeper	$50,390	—	$50,390
EMPLOYEE 1021	Recordkeeper	$49,192	—	$49,192
EMPLOYEE 8606	Recordkeeper	$49,044	—	$49,044
EMPLOYEE 1149	Recordkeeper	$48,718	—	$48,718
EMPLOYEE 1863	Recordkeeper	$46,641	—	$46,641
EMPLOYEE 7686	Recordkeeper	$46,415	—	$46,415
EMPLOYEE 4820	Recordkeeper	$45,469	—	$45,469
EMPLOYEE 4336	Recordkeeper	$44,362	—	$44,362
EMPLOYEE 2763	Recordkeeper	$42,905	—	$42,905
EMPLOYEE 2166	Recordkeeper	$40,386	—	$40,386
EMPLOYEE 9818	Recordkeeper	$39,965	—	$39,965
ACCOUNTING PRINCIPALS	Other Service Provider	$38,973	—	$38,973
EMPLOYEE 4312	Recordkeeper	$37,543	—	$37,543
EMPLOYEE 4277	Recordkeeper	$36,715	—	$36,715
EMPLOYEE 4566	Recordkeeper	$36,059	—	$36,059
TENTEK INC	Other Service Provider	$35,533	—	$35,533
EMPLOYEE 4168	Recordkeeper	$32,944	—	$32,944
SOFTWARE MGMT CONSULTANTS	Other Service Provider	$32,619	—	$32,619
EMPLOYEE 1526	Recordkeeper	$32,604	—	$32,604
EMPLOYEE 4355	Recordkeeper	$31,960	—	$31,960
EMPLOYEE 4337	Recordkeeper	$31,304	—	$31,304
EMPLOYEE 4369	Recordkeeper	$30,627	—	$30,627
EMPLOYEE 4374	Recordkeeper	$30,441	—	$30,441
EMPLOYEE 7085	Recordkeeper	$30,439	—	$30,439
EMPLOYEE 6105	Recordkeeper	$30,414	—	$30,414
WINCOURSE TECHNOLOGIES LLC	Other Service Provider	$30,026	—	$30,026
EMPLOYEE 0882	Recordkeeper	$29,956	—	$29,956
MOTION PICTURE & TV FUND	Other Service Provider	$28,000	—	$28,000
EMPLOYEE 0086	Recordkeeper	$27,532	—	$27,532
EMPLOYEE 4343	Recordkeeper	$27,495	—	$27,495
EMPLOYEE 1963	Recordkeeper	$27,074	—	$27,074
EMPLOYEE 7704	Recordkeeper	$26,840	—	$26,840
NFP RETIREMENT, INC.	Investment Advisor	$25,994	—	$25,994
EMPLOYEE 9536	Recordkeeper	$25,770	—	$25,770
EMPLOYEE 2852	Recordkeeper	$25,552	—	$25,552
EMPLOYEE 5638	Recordkeeper	$25,020	—	$25,020
EMPLOYEE 8364	Recordkeeper	$24,616	—	$24,616
CHUBB	Insurance Carrier	$23,691	—	$23,691
DELL MARKETING LP	Other Service Provider	$23,114	—	$23,114
OKTA INC	Other Service Provider	$22,915	—	$22,915
EMPLOYEE 4107	Recordkeeper	$20,095	—	$20,095
DILIGENT CORPORATION	Other Service Provider	$19,834	—	$19,834
EMPLOYEE 7101	Recordkeeper	$19,096	—	$19,096
EMPLOYEE 1263	Recordkeeper	$17,587	—	$17,587
EMPLOYEE 4255	Recordkeeper	$16,693	—	$16,693
THOUGHTSPOT, INC	Other Service Provider	$15,015	—	$15,015
1099 PRO	Other Service Provider	$14,685	—	$14,685
EMPLOYEE 8494	Recordkeeper	$14,582	—	$14,582
EMPLOYEE 4298	Recordkeeper	$14,431	—	$14,431
STATE STREET	Other Service Provider	$11,848	—	$11,848
MOTION PICTURE IND PENSION & HEALTH	Other Service Provider	$11,509	—	$11,509
FRAGOMEN DEL RAY BERNSEN & LOWRY LL	Other Service Provider	$10,471	—	$10,471
FIRST NATIONAL BANK OF OMAHA (8090)	Other Service Provider	$9,292	—	$9,292
FIRST NATIONAL BANK OF OMAHA (7142)	Other Service Provider	$8,643	—	$8,643
FIRST NATIONAL BANK OF OMAHA (3886)	Other Service Provider	$8,004	—	$8,004
MELISSA SALMONS	Custodian / Trustee	$7,888	—	$7,888
ZIXCORP SYSTEMS INC	Other Service Provider	$7,549	—	$7,549
ZOOM VIDEO COMMUNICATIONS INC	Other Service Provider	$6,192	—	$6,192
EMPLOYEE 6904	Recordkeeper	$5,427	—	$5,427
FORTRA LLC	Other Service Provider	$5,259	—	$5,259

Verified Provider Profiles

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

EMPLOYEE 1008 — Recordkeeper
WITHUMSMITH+BROWN PC — Auditor
SEGAL CONSULTING — Recordkeeper
EMPLOYEE 1013 — Recordkeeper
EMPLOYEE 0237 — Recordkeeper
EMPLOYEE 4359 — Recordkeeper
EMPLOYEE 7415 — Recordkeeper
EMPLOYEE 1017 — Recordkeeper
EMPLOYEE 5351 — Recordkeeper
EMPLOYEE 4935 — Recordkeeper
EMPLOYEE 1495 — Recordkeeper
EMPLOYEE 1011 — Recordkeeper
EMPLOYEE 4305 — Recordkeeper
EMPLOYEE 1341 — Recordkeeper
EMPLOYEE 5688 — Recordkeeper
EMPLOYEE 393 — Recordkeeper
EMPLOYEE 3830 — Recordkeeper
EMPLOYEE 6743 — Recordkeeper
EMPLOYEE 5147 — Recordkeeper
EMPLOYEE 4362 — Recordkeeper
EMPLOYEE 2807 — Recordkeeper
EMPLOYEE 1045 — Recordkeeper
EMPLOYEE 2669 — Recordkeeper
EMPLOYEE 514 — Recordkeeper
EMPLOYEE 4270 — Recordkeeper
EMPLOYEE 2700 — Recordkeeper
EMPLOYEE 1842 — Recordkeeper
EMPLOYEE 8265 — Recordkeeper
EMPLOYEE 9823 — Recordkeeper
EMPLOYEE 3428 — Recordkeeper
EMPLOYEE 6682 — Recordkeeper
EMPLOYEE 6859 — Recordkeeper
EMPLOYEE 4230 — Recordkeeper
EMPLOYEE 5221 — Recordkeeper
EMPLOYEE 4244 — Recordkeeper
EMPLOYEE 3336 — Recordkeeper
EMPLOYEE 2388 — Recordkeeper
EMPLOYEE 4202 — Recordkeeper
EMPLOYEE 1014 — Recordkeeper
EMPLOYEE 4215 — Recordkeeper
EMPLOYEE 4162 — Recordkeeper
EMPLOYEE 4226 — Recordkeeper
EMPLOYEE 9234 — Recordkeeper
EMPLOYEE 8237 — Recordkeeper
EMPLOYEE 9947 — Recordkeeper
EMPLOYEE 9032 — Recordkeeper
EMPLOYEE 5175 — Recordkeeper
EMPLOYEE 4339 — Recordkeeper
EMPLOYEE 4272 — Recordkeeper
EMPLOYEE 3941 — Recordkeeper
EMPLOYEE 4313 — Recordkeeper
EMPLOYEE 9830 — Recordkeeper
EMPLOYEE 4370 — Recordkeeper
EMPLOYEE 3665 — Recordkeeper
EMPLOYEE 3886 — Recordkeeper
EMPLOYEE 7922 — Recordkeeper
EMPLOYEE 8355 — Recordkeeper
EMPLOYEE 0381 — Recordkeeper
EMPLOYEE 4316 — Recordkeeper
EMPLOYEE 4238 — Recordkeeper
EMPLOYEE 7542 — Recordkeeper
EMPLOYEE 1021 — Recordkeeper
EMPLOYEE 8606 — Recordkeeper
EMPLOYEE 1149 — Recordkeeper
EMPLOYEE 1863 — Recordkeeper
EMPLOYEE 7686 — Recordkeeper
EMPLOYEE 4820 — Recordkeeper
EMPLOYEE 4336 — Recordkeeper
EMPLOYEE 2763 — Recordkeeper
EMPLOYEE 2166 — Recordkeeper
EMPLOYEE 9818 — Recordkeeper
EMPLOYEE 4312 — Recordkeeper
EMPLOYEE 4277 — Recordkeeper
EMPLOYEE 4566 — Recordkeeper
EMPLOYEE 4168 — Recordkeeper
EMPLOYEE 1526 — Recordkeeper
EMPLOYEE 4355 — Recordkeeper
EMPLOYEE 4337 — Recordkeeper
EMPLOYEE 4369 — Recordkeeper
EMPLOYEE 4374 — Recordkeeper
EMPLOYEE 7085 — Recordkeeper
EMPLOYEE 6105 — Recordkeeper
EMPLOYEE 0882 — Recordkeeper
EMPLOYEE 0086 — Recordkeeper
EMPLOYEE 4343 — Recordkeeper
EMPLOYEE 1963 — Recordkeeper
EMPLOYEE 7704 — Recordkeeper
NFP RETIREMENT, INC. — Investment Advisor
EMPLOYEE 9536 — Recordkeeper
EMPLOYEE 2852 — Recordkeeper
EMPLOYEE 5638 — Recordkeeper
EMPLOYEE 8364 — Recordkeeper
CHUBB — Insurance Carrier
EMPLOYEE 4107 — Recordkeeper
EMPLOYEE 7101 — Recordkeeper
EMPLOYEE 1263 — Recordkeeper
EMPLOYEE 4255 — Recordkeeper
EMPLOYEE 8494 — Recordkeeper
EMPLOYEE 4298 — Recordkeeper
MELISSA SALMONS — Custodian / Trustee
EMPLOYEE 6904 — Recordkeeper

Plan Fees & Expenses

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

Total Service Provider Fees: $24,854,678
Estimated Expense Ratio: 10.670% 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	$15,938,805	$123,584	—	$278,101	—
2023	$15,718,608	$155,273	—	$313,157	—
2022	$15,375,005	$148,066	—	—	$1,889,001

Trustees Writers' Guild - Industry Health Fund 401(k) Plan