# Umg Recordings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/umg-recordings-inc-401k-plan

> Umg Recordings, INC.'s 401(k) plan: 3,357 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Umg Recordings, INC.

- **Sponsor EIN:** 132613071

- **Sponsor Address:** 2220 COLORADO AVENUE, SANTA MONICA, CA, 90404

- **Plan Type:** 401(k)

- **Total Participants:** 3,357

- **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.|

| 2024|3,357|$1.4B|$34.5M|$35.0M|

| 2023|3,602|$1.3B|$37.7M|$34.2M|

| 2022|3,539|$1.0B|$33.0M|$30.4M|

## 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|$355,398|—|$355,398|

| FARBER HASS HURLEY LLP|NONE|$40,500|—|$40,500|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [FARBER HASS HURLEY LLP](https://planprovider.pro/provider/farber-hass-hurley-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $395,898

- **Estimated Expense Ratio:** 0.028% 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|$388,638|—|—|—|—|

| 2023|$385,032|—|—|—|—|

| 2022|$346,626|—|—|—|—|

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