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Original filing (PDF)20250829075228NAL0021921186001
WARNER BROS. DISCOVERY, INC.
Form 5500
FILING_RECEIVED
WARNER BROS. DISCOVERY 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
17,534
Accounts w/ balance
39,022
Plan assets (EOY)
$8.1B
Net assets (EOY)
$8.1B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: WARNER BROS. DISCOVERY DEFINED CONTRIBUTION MASTER TRUST (share>100%, pinned)]" is 100% of plan.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARNER BROS. DISCOVERY, INC..
Plan sponsor
Name
WARNER BROS. DISCOVERY, INC.
EIN
35-2333914
Address
230 PARK AVENUE SOUTH · NEW YORK, NY · 10003
Phone
(212) 548-5555
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
WARNER BROS. DISCOVERY BENEFIT PLANS ADMINISTRATIVE COMMITTEE
EIN
92-3953538
City
NEW YORK, NY
Phone
(212) 548-5555
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $966K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | AUDIT | $43K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP | 52-1219029 | — | LEGAL | $215K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | NONE | $1.0M | — |
Investments
1 pooled fund· $8.0B(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WARNER BROS. DISCOVERY DC MT WARNER BROS. DISCOVERY, INC. · EIN 88-1660993 / PN 001 | Master Trust | — | — | $8.0B | 99.1% |