Plan Snapshot
- Plan Sponsor: United Talent Agency LLC
- Sponsor EIN: 954312582
- Sponsor Address: 9336 CIVIC CENTER DRIVE, BEVERLY HILLS, CA, 90210
- Plan Type: 401(k)
- Total Participants: 1,670
- Total Assets: $164.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,670 | $164.9M | $4.3M | $15.1M |
| 2023 | 1,480 | $130.1M | $3.2M | $12.8M |
| 2022 | 1,407 | $102.0M | $2.3M | $10.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $147,375 | — | $147,375 |
| NFP RETIREMENT, INC. | Investment Advisor | $62,000 | — | $62,000 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | Investment Advisor | $7,440 | — | $7,440 |
| PASADENA PRIVATE WEALTH LLC | Investment Advisor | $6,399 | — | $6,399 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- NFP RETIREMENT, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $223,214
- Estimated Expense Ratio: 0.135% 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 | $223,772 | $76,397 | — | — | — |
| 2023 | $191,859 | $63,515 | — | — | — |
| 2022 | $196,715 | $93,406 | — | — | — |