Warner Music Group 401(k) Plan
Sponsored by Warner Music Group · EIN 133565869 · Plan #001
- Total assets
- $446M
- Net assets
- $446M
- Active participants
- 2,173
- With balances
- 3,176
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $151,991 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $151,239 |
| Newport Capital Group | Investment advisory (plan) | $75,826 |
| The Wagner Law Group | Legal | $29,911 |