How big is The Wallis Annenberg Legacy's plan?

The Wallis Annenberg Legacy's plan reported $2.0M in assets and 37 participants for 2024.

Original filing (PDF)20250825153317NAL0003951059001

The Wallis Annenberg Legacy

Name: The Wallis Annenberg Legacy — The Wallis Annenberg, Form 5500 (2024)
Creator: The Wallis Annenberg Legacy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wallis Annenberg Legacy Foundation 403(b) Plan

403(b) retirement plan · The Wallis Annenberg Legacy's The Wallis Annenberg Legacy Foundation 403(b) Plan held $2.0M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

ANA Quinteros signed The Wallis Annenberg Legacy's 2024 Form 5500 as plan administrator.

ANA Quinteros — 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 Wallis Annenberg Legacy's EIN is 45-2964080.

EIN 45-2964080

Plan number 001

Plan year 2024

ACK ID 20250825153317NAL0003951059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wallis Annenberg Legacy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wallis Annenberg Legacy's plan includes ERISA 404(c) participant direction, 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 WALLIS ANNENBERG LEGACY.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

THE WALLIS ANNENBERG LEGACY

EIN

all filings

Address

12005 WEST BLUFF CREEK DRIVE · PLAYA VISTA, CA · 90094

Phone

(424) 384-1802

Industry

Other Services (ex. Public Admin)

Plan administrator