Plan Ledger DOL Form 5500 · updated monthly

Twdc Enterprises 18 Corp.401(k) + ESOP (KSOP)

DISNEY SAVINGS AND INVESTMENT PLAN · BURBANK, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Twdc Enterprises 18 Corp. reported $1,104,307 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,159 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 0.00% to 0.01%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other information & media employers. By assets it is the 12th-largest of 9,483 plans among California employers on file, and the 7th of 2,199 in information & media. In 2024, employees put in $5.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,726,205,564
Participants with balances72,525
Active participants51,389
Employer contributions$110,951,837
Employee contributions$555,425,671
Employer contribution per active participant$2,159
Average account balance$175,473
Benefits paid to participants$897,411,932
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.7B · 72,525 accts · $111.0M emplr
2023$11.1B · 74,025 accts · $105.0M emplr
2022$9.6B · 74,156 accts · $92.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$234,425
Investment management$862,205
Total administrative$1,104,307
The Twdc Enterprises 18 Corp. 401(k) match · 2024
Employer contribution per active participant$2,159
Median for plans this size$5,259
2024$2,159 per active participant
2023$2,118 per active participant
2022$1,787 per active participant

Twdc Enterprises 18 Corp.'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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (participants) · Investment advisory (plan)$862,205
FIDELITY INVESTMENTS INSTITUTIONAL · Plan administrator · Loan processing$242,102

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$1,104,307 · 0.01%
2023$778,491 · 0.01%
2022$348,603 · 0.00%
All plans at this employer3
DISNEY SAVINGS AND INVESTMENT PLAN401(k) + ESOP (KSOP)
DISNEY RETIREMENT SAVINGS PLANProfit-sharing plan
DISNEY HOURLY SAVINGS AND INVESTMENT PLAN401(k) + ESOP (KSOP)
Same employer
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Salesforce, Inc. CA$9.1B · 0.02%
Adobe Inc. CA$5.0B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954545390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.