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Original filing (PDF)20251013124038NAL0001235105001
SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN
Form 5500
FILING_RECEIVED
SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN 401(K) PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
225
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
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 (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN.
Plan sponsor
Name
SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN
EIN
27-0074100
Address
PO BOX 7830 · BURBANK, CA · 915107830
Phone
(818) 954-9400
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH + BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $2K | — |
Investments
26 direct securities· $18.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Target Date Fund R6 - | — | — | — | $2.7M | 14.1% | |
| Fidelity 500 Index - | — | — | — | $2.4M | 12.9% | |
| Vanguard Growth Index -Admiral - | — | — | — | $2.3M | 12.4% | |
| American Funds American Funds 2050 Target Date Fund R6 - | — | — | — | $1.8M | 9.4% | |
| American Funds American Funds 2045 Target Date Fund R6 - | — | — | — | $1.6M | 8.3% | |
| American Funds American Funds 2030 Target Date Fund R6 - | — | — | — | $1.0M | 5.4% | |
| American Funds American Funds US Govt Money Market R6 - | — | — | — | $940K | 5.0% | |
| American Funds American Funds 2035 Target Date Fund R6 - | — | — | — | $839K | 4.4% | |
| American Funds American Funds 2055 Target Date Fund R6 - | — | — | — | $647K | 3.4% | |
| American Funds American Funds American Balanced R6 - | — | — | — | $632K | 3.3% | |
| PGIM PIMCO All Asset Instl - | — | — | — | $547K | 2.9% | |
| American Funds American Funds 2025 Target Date Fund R6 - | — | — | — | $470K | 2.5% | |
| Vanguard Mid Cap Index Adm - | — | — | — | $454K | 2.4% | |
| American Funds American Funds EuroPacific Gr R6 - | — | — | — | $431K | 2.3% | |
| American Funds American Funds New World R6 - | — | — | — | $352K | 1.9% | |
| American Funds American Funds Bond Fund of Amer R6 - | — | — | — | $339K | 1.8% | |
| American Funds American Funds 2020 Target Date Fund R6 - | — | — | — | $292K | 1.5% | |
| investment companies Participants Maturing between 2024 and 2031 with interest | — | — | — | $280K | 1.5% | |
| American Funds American Funds 2010 Target Date Fund R6 - | — | — | — | $232K | 1.2% | |
| PGIM High-Yield R6 - | — | — | — | $227K | 1.2% | |
| American Funds American Funds 2060 Target Date Fund R6 - | — | — | — | $180K | 1.0% | |
| American Funds Dodge & Cox Income Fund - I - | — | — | — | $95K | 0.5% | |
| American Funds American Funds International Gr & Inc R6 - | — | — | — | $49K | 0.3% | |
| Vanguard Value Index - Admiral - | — | — | — | $36K | 0.2% | |
| American Funds American Funds 2015 Target Date Fund R6 - | — | — | — | $25K | 0.1% | |
| American Funds American Funds 2065 Target Date Fund R6 - | — | — | — | $21K | 0.1% |