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Original filing (PDF)20251013162305NAL0003666194001
CRUNCHYROLL, LLC
Form 5500
FILING_RECEIVED
CRUNCHYROLL 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
908
Accounts w/ balance
1,143
Plan assets (EOY)
$83.6M
Net assets (EOY)
$83.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRUNCHYROLL, LLC.
Plan sponsor
Name
CRUNCHYROLL, LLC
EIN
45-1221469
Address
3501 OLYMPUS BLVD · 4TH FLOOR · COPPELL, TX · 75019
Phone
(972) 355-7300
Industry
Information / Tech / Mediasee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $39K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 1 pooled fund· $83.6M(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
$70.2M
24 holdings
Mutual Funds
$12.0M
1 holding
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Freedom Index 2040 Fund N/R | Mutual Funds | — | — | $12.0M | 14.3% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2055 Fund N/R | — | — | — | $11.0M | 13.1% | |
| Institutional Premium Class * Fidelity Investments Fidelity 500 Index Fund N/R | — | — | — | $10.3M | 12.3% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund N/R | — | — | — | $9.8M | 11.8% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2045 Fund N/R | — | — | — | $8.5M | 10.1% | |
| Institutional Premium Class T. Rowe Price T. Rowe Price Blue Chip Growth N/R | — | — | — | $5.3M | 6.4% | |
| Fund I * Fidelity Investments Fidelity Freedom Index 2060 Fund N/R | — | — | — | $4.4M | 5.3% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2035 Fund N/R | — | — | — | $4.4M | 5.2% | |
| Institutional Premium Class * Fidelity Investments Fidelity International Index Fund N/R | — | — | — | $2.6M | 3.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $2.3M | 2.7% | |
| Dimensional Fund Advisors DFA U.S. Large Cap Value Portfolio N/R | — | — | — | $2.1M | 2.6% | |
| Fund I * Fidelity Investments Fidelity Freedom Index 2030 Fund N/R | — | — | — | $2.0M | 2.4% | |
| Institutional Premium Class * Fidelity Investments Fidelity Advisor Total Bond Fund N/R | — | — | — | $1.7M | 2.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| Class Z Dimensional Fund Advisors DFA Emerging Market Core Equity N/R | — | — | — | $1.1M | 1.3% | |
| Portfolio Fund I * Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $1.1M | 1.3% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund N/R | — | — | — | $924K | 1.1% | |
| Company * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $836K | 1.0% | |
| Institutional Premium Class Dimensional Fund Advisors DFA U.S. Target Value Portfolio N/R | — | — | — | $639K | 0.8% | |
| Fund I * Fidelity Investments Fidelity Freedom Index 2065 Fund N/R | — | — | — | $513K | 0.6% | |
| Institutional Premium Class * Fidelity Investments Fidelity U.S. Bond Index Fund N/R | — | — | — | $443K | 0.5% | |
| Harbor Small Cap Growth Fund N/R | — | — | — | $181K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index Income N/R | — | — | — | $80K | <0.1% | |
| Fund Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2020 Fund N/R | — | — | — | $27K | <0.1% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2015 Fund N/R | — | — | — | $3K | <0.1% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2010 Fund N/R | — | — | — | $1K | <0.1% |
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