AUMdb

The Animation Guild 401(k) Plan

Sponsored by The Animation Guild, Local 839 · EIN 951715755 · Plan #001

Total assets
$659M
Net assets
$659M
Active participants
4,649
With balances
4,791

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning Institutional Advisors, Llc, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $258,540
Sageview Advisory Group Llc Investment advisory (plan) $68,000
Marsh & Mclennan Agency Llc Insurance services $47,170
Mitchell Silberberg & Knupp Llp Legal $20,640
Miller Kaplan Arase, Llp Accounting $20,300
Cbiz Benefits & Insurance Svcs Investment advisory (plan) $16,514