Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees, Directors Guild of America -Money purchase plan

DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees, Directors Guild of America - reported $11,309,036 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,266 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.45% to 0.51%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 58th-largest of 9,483 plans among California employers on file, and the 84th of 4,798 in finance & insurance. In 2024, the employer put in $1.85 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,299,905,520
Participants with balances25,726
Active participants22,976
Employer contributions$52,068,235
Employee contributions$28,074,334
Employer contribution per active participant$2,266
Average account balance$89,400
Benefits paid to participants$123,831,299
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.3B · 25,726 accts · $52.1M emplr
2023$2.1B · 25,514 accts · $40.0M emplr
2022$2.0B · 25,483 accts · $61.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$253,357
Investment management$2,896,345
Audit (IQPA)$112,150
Trustee / custodial$392,185
Total administrative$11,309,036
Employer contributions to the Board of Trustees, Directors Guild of America - plan · 2024
Employer contribution per active participant$2,266
Median for plans this size$5,259
2024$2,266 per active participant
2023$1,738 per active participant
2022$2,671 per active participant

Board of Trustees, Directors Guild of America -'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
J.P. MORGAN INVESTMENT MANAGEMENT I · Investment advisory (plan) · Investment management$643,379
BLACKROCK FINANCIAL MANAGEMENT INC · Investment management$614,944
CAMBRIDGE ASSOCIATES, LLC · Investment advisory (plan)$427,500
EMPLOYEE ID 639$375,986
WESTERN ASSET MANAGEMENT COMPANY · Investment management$338,340
STATE STREET BANK & TRUST · Custodial (securities)$337,804
MFS HERITAGE TRUST COMPANY · Investment management$331,091
BURGUNDY ASSET MANAGEMENT LTD. · Investment management$319,572
EMPLOYEE ID 115$296,571
NIGRO KARLIN SEGAL & FELDSTEIN, LLP · Accounting / audit$259,580
SEGAL SELECT INSURANCE SERVICES INC$232,411
SEYFARTH SHAW LLP · Legal$227,462

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$11,309,036 · 0.51%
2023$9,730,634 · 0.47%
2022$9,556,495 · 0.45%
Similar plansFinance & Insurance · California
Visa Inc. CA$5.2B · 0.00%
Farmers Group, Inc. CA$4.9B · 0.11%
Franklin Resources, Inc. CA$3.6B · 0.02%
City National Bank CA$1.7B · 0.06%
Experian, Inc. CA$1.7B · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 956027308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.