Plan Snapshot
- Plan Sponsor: Wasserman Media Group, LLC
- Sponsor EIN: 721559402
- Sponsor Address: 10900 WILSHIRE BLVD, SUITE 1200, LOS ANGELES, CA, 90024
- Plan Type: 401(k)
- Total Participants: 1,460
- Total Assets: $107.7M
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 | 1,460 | $107.7M | $1.9M | $13.0M |
| 2023 | 1,331 | $77.5M | $1.3M | $9.3M |
| 2022 | 963 | $52.6M | $964,408 | $7.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $150,711 | — | $150,711 |
| RAYMOND JAMES FINANCIAL SERVICES | ADVISOR | $99,904 | — | $99,904 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RAYMOND JAMES FINANCIAL SERVICES — ADVISOR
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $250,615
- Estimated Expense Ratio: 0.233% 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 | $251,790 | $99,904 | — | — | — |
| 2023 | $202,348 | $86,643 | — | — | — |
| 2022 | $166,007 | — | — | — | — |