Plan Snapshot
- Plan Sponsor: Warner Bros. Discovery, INC.
- Sponsor EIN: 352333914
- Sponsor Address: 230 PARK AVENUE SOUTH, NEW YORK, NY, 10003
- Plan Type: 401(k)
- Total Participants: 17,534
- Total Assets: $8.1B
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 | 17,534 | $8.1B | $146.6M | $227.8M |
| 2023 | 18,110 | $7.6B | $176.3M | $237.2M |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES | NONE | $1,008,064 | — | $1,008,064 |
| FID INV INST OPS CO | RECORDKEEPER | $965,778 | — | $965,778 |
| GROOM LAW GROUP | LEGAL | $215,423 | — | $215,423 |
| BAKER TILLY US, LLP | Auditor | $46,850 | — | $46,850 |
| MOSS ADAMS LLP | AUDIT | $43,050 | — | $43,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- GROOM LAW GROUP — LEGAL
- BAKER TILLY US, LLP — Auditor
- MOSS ADAMS LLP — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,279,165
- 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 | $2,236,115 | $1,008,064 | — | $46,850 | — |
| 2023 | $2,589,060 | $943,979 | — | $194,078 | — |