Plan Ledger DOL Form 5500 · updated monthly

United Talent Agency LLC401(k)

UNITED TALENT AGENCY LLC 401(K) PLAN · BEVERLY HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

United Talent Agency LLC reported $223,772 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,574 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 fell from 0.19% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 652nd-largest of 9,483 plans among California employers on file, and the 64th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.52 for every $1.00 the employer contributed; active participation has grown from 1,407 to 1,670 since 2022.

Plan summary
Net assets, end of year$164,938,217
Participants with balances2,221
Active participants1,670
Employer contributions$4,298,271
Employee contributions$15,146,640
Employer contribution per active participant$2,574
Average account balance$74,263
Benefits paid to participants$8,446,115
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$164.9M · 2,221 accts · $4.3M emplr
2023$130.1M · 1,870 accts · $3.2M emplr
2022$102.0M · 1,653 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,375
Investment management$76,397
Total administrative$223,772
The United Talent Agency LLC 401(k) match · 2024
Employer contribution per active participant$2,574
Median for plans this size$3,635
2024$2,574 per active participant
2023$2,128 per active participant
2022$1,668 per active participant

United Talent Agency LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$147,375
NFP RETIREMENT, INC. · Consulting$62,000
MERRILL LYNCH, PIERCE, FENNER & SMI · Investment advisory (plan)$7,440
PASADENA PRIVATE WEALTH LLC · Securities brokerage$6,399
CHARLES SCHWAB & CO., INC · Securities brokerage$558

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$223,772 · 0.15%
2023$191,859 · 0.17%
2022$196,715 · 0.19%
Same employer
Similar plansArts, Entertainment & Recreation · California
The J. Paul Getty Trust CA$271.5M · 0.04%
Cache Creek Casino Resort CA$127.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954312582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.