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Original filing (PDF)20250820153246NAL0001654483001
CREATIVE ARTISTS AGENCY, LLC
Form 5500
FILING_RECEIVED
CREATIVE ARTISTS AGENCY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,871
Accounts w/ balance
2,677
Plan assets (EOY)
$436.8M
Net assets (EOY)
$436.8M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREATIVE ARTISTS AGENCY, LLC.
Plan sponsor
Name
CREATIVE ARTISTS AGENCY, LLC
EIN
33-0675903
Address
2000 AVENUE OF THE STARS · LOS ANGELES, CA · 900674700
Phone
(424) 288-2000
Industry
Arts, Entertainment, Recreationsee all
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
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $173K | — |
Investments
32 direct securities · 1 pooled fund· $465.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$456.4M
32 holdings
Common Collective Trust
$8.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $51.6M | 11.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $46.4M | 10.6% | |
| Vanguard Inst Index Fd Inst'l Registered Investment Company | — | — | $31.9M | $44.3M | 10.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $39.7M | 9.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $39.0M | 8.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $33.8M | 7.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $31.3M | 7.2% | |
| T. Rowe Price Growth Stock Fund Mutual Fund | — | — | — | $24.4M | 5.6% | |
| TRowe Pr Gr St F I Cl Registered Investment Company | — | — | $18.6M | $24.4M | 5.6% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $13.3M | 3.0% | |
| American Beacon Large Cap Value Fund Mutual Fund | — | — | $12.6M | $12.3M | 2.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $11.0M | 2.5% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $9.7M | 2.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8.8M | 2.0% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $8.5M | 1.9% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $8.2M | 1.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $7.6M | 1.7% | |
| Fidelity International Indx Fd Registered Investment Company | — | — | $7.0M | $7.3M | 1.7% | |
| DFA U.S. Small Cap Fund Mutual Fund | — | — | — | $7.1M | 1.6% | |
| Vanguard ST Inf Pro Sec Adm Registered Investment Company | — | — | $4.1M | $4.1M | 0.9% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Mutual Fund | — | — | — | $4.1M | 0.9% | |
| DFA US Sustain Core 1 Por Registered Investment Company | — | — | $3.0M | $3.8M | 0.9% | |
| DFA U.S. Targeted Value Fund Mutual Fund | — | — | — | $3.6M | 0.8% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $3.6M | 0.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $3.6M | 0.8% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | — | — | $2.8M | $3.0M | 0.7% | |
| Vanguard Cash Res Fed MM Adm Registered Investment Company | — | — | $2.9M | $2.9M | 0.7% | |
| DFA International ValPort Registered Investment Company | — | — | $2.2M | $2.4M | 0.6% | |
| Self-Directed Brokerage Accounts Various | — | — | — | $2.3M | 0.5% | |
| Loan Fund 5.25% - 10.5% | — | — | $1.3M | $1.3M | 0.3% | |
| DFA Intl Small Company Registered Investment Company | — | — | $731K | $751K | 0.2% | |
| DFA Intl Sustain Core 1 Registered Investment Company | — | — | $652K | $686K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $205K | <0.1% |
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