# Wasserman Media Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wasserman-media-group-llc-401k-plan

> Wasserman Media Group, LLC's 401(k) plan: 1,460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wasserman-media-group-llc-401k-plan)

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