# Warner Music Group 401(k) Plan
Source: https://planprovider.pro/companies/warner-music-group-401k-plan

> Warner Music Group's 401(k) plan: 2,173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Warner Music Group

- **Sponsor EIN:** 133565869

- **Sponsor Address:** 1633 BROADWAY, NEW YORK, NY, 10019

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

- **Total Participants:** 2,173

- **Total Assets:** $446.3M

## 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|2,173|$446.3M|$10.0M|$25.1M|

| 2023|2,247|$404.4M|$9.5M|$23.6M|

| 2022|2,207|$339.4M|$8.4M|$20.4M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$151,991|—|$151,991|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$151,239|—|$151,239|

| NEWPORT CAPITAL GROUP|INVESTMENT ADVISOR|$75,826|—|$75,826|

| THE WAGNER LAW GROUP|ATTORNEY/LEGAL|$29,911|—|$29,911|

| WITHUMSMITHANDBROWN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ATTORNEY/LEGAL

- [WITHUMSMITHANDBROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $408,967

- **Estimated Expense Ratio:** 0.092% 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|$408,967|$227,817|$1,200|—|—|

| 2023|$278,486|$113,915|$300|—|—|

| 2022|$238,245|$126,250|—|—|—|

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