How big is The Annenberg Foundation Trust at Sunnylands' plan?

The Annenberg Foundation Trust at Sunnylands' plan reported $7.9M in assets and 130 participants for 2024.

Original filing (PDF)20251009123922NAL0016093714001

The Annenberg Foundation Trust at Sunnylands

Name: The Annenberg Foundation Trust at Sunnylands — Form 5500 Plan 001 (2024)
Creator: The Annenberg Foundation Trust at Sunnylands
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Annenberg Foundation Trust at Sunnylands 403(b) Plan

401(k) retirement plan · The Annenberg Foundation Trust at Sunnylands' The Annenberg Foundation Trust at Sunnylands 403(b) Plan held $7.9M in plan assets for 130 participants in 2024, with Empower as recordkeeper.

Signals · 1

28% in single holding

Active participants

130

Accounts w/ balance

141

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Robert Bell signed The Annenberg Foundation Trust at Sunnylands' 2024 Form 5500 as plan administrator.

Robert Bell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Annenberg Foundation Trust at Sunnylands' EIN is 25-6774871.

EIN 25-6774871

Plan number 001

Plan year 2024

ACK ID 20251009123922NAL0016093714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Annenberg Foundation Trust at Sunnylands from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Annenberg Foundation Trust at Sunnylands' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS

EIN

all filings

Address

37977 BOB HOPE DRIVE · RANCHO MIRAGE, CA · 92270

Phone

(760) 202-2271

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$2K	—

Investments

26 direct securities· $7.9M(100% of reported assets)

Mutual Funds

$6.1M

18 holdings

Common Collective Trusts

$1.6M

3 holdings

Other securities

$265K

5 holdings

					% of plan
American Funds 2030 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$2.2M	27.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.5M	19.5%
American Funds 2055 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$711K	9.0%
American Funds 2045 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$627K	7.9%
American Funds 2035 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$520K	6.6%
American Funds 2050 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$467K	5.9%
American Funds 2025 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$375K	4.7%
American Funds 2020 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$324K	4.1%
American Funds 2040 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$285K	3.6%
American Funds 2060 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$241K	3.0%
American Funds 2015 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$110K	1.4%
Carillon Eagle Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$97K	1.2%
MFS Growth Fund Mutual Fund	Mutual Funds	—	—	$89K	1.1%
Loomis Sayles Core Plus Bond Fund Mutual Fund	Other securities	—	—	$80K	1.0%
Goldman Sachs Small Cap Value Insights Fund Mutual Fund	Other securities	—	—	$60K	0.8%
Fidelity Government Money Market Fund Money Market Mutual Fund	Mutual Funds	—	—	$31K	0.4%
ClearBridge International Growth Fund Mutual Fund	Other securities	—	—	$24K	0.3%
PIMCO Short-Term Fund Mutual Fund	Mutual Funds	—	—	$20K	0.3%
Investments American Funds 2010 Target Date Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$20K	0.2%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$18K	0.2%
Putnam Large Cap Value Fund Mutual Fund	Mutual Funds	—	—	$17K	0.2%
MFS Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$16K	0.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$12K	0.1%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$11K	0.1%
Putnam Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
JPMorgan Emerging Markets Equity Fund Mutual Fund	Other securities	—	—	$4K	<0.1%