How big is Wasserman Media Group, LLC's plan?

Wasserman Media Group, LLC's plan reported $107.7M in assets and 1,460 participants for 2024.

Original filing (PDF)20251002194526NAL0000509859001

Wasserman Media Group, LLC

Name: Wasserman Media Group, LLC — Wasserman Media Group, Form 5500 (2024)
Creator: Wasserman Media Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wasserman Media Group 401(k) Plan

401(k) retirement plan · Wasserman Media Group, LLC's Wasserman Media Group 401(k) Plan held $107.7M in plan assets for 1,460 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,460

Accounts w/ balance

1,839

Plan assets (EOY)

$107.7M

Net assets (EOY)

$107.7M

People on this filing

MEG Stephenson signed Wasserman Media Group, LLC's 2024 Form 5500 as plan administrator.

MEG Stephenson — 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

Wasserman Media Group, LLC's EIN is 72-1559402.

EIN 72-1559402

Plan number 001

Plan year 2024

ACK ID 20251002194526NAL0000509859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wasserman Media Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wasserman Media Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WASSERMAN MEDIA GROUP, LLC.

Finding similar companies…

How this plan invests

This plan

2 pooled trusts

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

WASSERMAN MEDIA GROUP, LLC

EIN

all filings

Address

10900 WILSHIRE BLVD, SUITE 1200 · LOS ANGELES, CA · 90024

Phone

(310) 407-0200

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$151K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES	59-2937883	—	ADVISOR	$100K	—

Investments

37 direct securities · 2 pooled funds· $109.8M(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.

Mutual Funds

$66.3M

20 holdings

Common Collective Trusts

$30.6M

8 holdings

Other securities

$8.1M

7 holdings

Stable Value

$2.1M

1 holding

Common Collective Trust

$2.0M

2 holdings

Bonds / Notes

$786K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$13.6M	12.6%
Fidelity Advisor Freedom 2055 Fund Class A Mutual Fund	Mutual Funds	—	—	$11.8M	11.0%
American Funds American Balanced Fund Class R6 Mutual Fund	Mutual Funds	—	—	$11.4M	10.6%
Fidelity Advisor Freedom 2050 Fund Class A Mutual Fund	Mutual Funds	—	—	$9.6M	9.0%
Fidelity Multi-Asset Index Fund Mutual Fund	Common Collective Trusts	—	—	$8.7M	8.1%
Fidelity Advisor Freedom 2060 Fund Class A Mutual Fund	Mutual Funds	—	—	$6.5M	6.1%
Fidelity Advisor Freedom 2045 Fund Class A Mutual Fund	Mutual Funds	—	—	$6.0M	5.6%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$4.8M	4.5%
Fidelity Advisor Freedom 2035 Fund Class A Mutual Fund	Mutual Funds	—	—	$3.6M	3.3%
Fidelity Advisor Freedom 2040 Fund Class A Mutual Fund	Mutual Funds	—	—	$3.4M	3.2%
Fidelity Advisor Freedom 2030 Fund Class A Mutual Fund	Mutual Funds	—	—	$3.1M	2.9%
Fidelity Government Money Market Fund Mutual Fund ** 3 * Fidelity Advisor Freedom 2065 Fund Class A Mutual Fund	Mutual Funds	—	—	$2.8M	2.6%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.7M	2.5%
Fidelity Advisor Stable Value Common/Collective Trust	Stable Value	—	—	$2.1M	2.0%
MFS Technology Fund Class R6 Mutual Fund	Mutual Funds	—	—	$2.0M	1.9%
FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$2.0M	1.8%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.8M	1.7%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.7M	1.5%
American Funds American Mutual R6 Mutual Fund	Mutual Funds	—	—	$1.6M	1.5%
PIMCO Income Fund Class A Mutual Fund	Mutual Funds	—	—	$1.3M	1.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	1.0%
American Funds EuroPacific Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$923K	0.9%
Fidelity Advisor Freedom 2025 Fund Class A Mutual Fund	Mutual Funds	—	—	$889K	0.8%
Participant Loans to participants, bearing interest from 5.25% to 10.50%	Bonds / Notes	—	—	$786K	0.7%
JPMorgan Small Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$761K	0.7%
T. Rowe Price Health Sciences Fund Mutual Fund	Other securities	—	—	$617K	0.6%
Fidelity U.S. Sustainability Index Fund Mutual Fund	Common Collective Trusts	—	—	$603K	0.6%
John Hancock Enterprise Fund Class N Mutual Fund	Other securities	—	—	$543K	0.5%
First Eagle Global Fund Class R6 Mutual Fund	Other securities	—	—	$537K	0.5%
American Funds American Cap World Bond Class R6 Mutual Fund	Mutual Funds	—	—	$517K	0.5%
American Funds American New World Fund Class R6 Mutual Fund	Mutual Funds	—	—	$515K	0.5%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$455K	0.4%
American Beacon Small Cap Value Fund Class R5 Mutual Fund	Other securities	—	—	$400K	0.4%
BlackRock 40/60 Target Allocation Fund Class K Mutual Fund	Other securities	—	—	$383K	0.4%
Fidelity Advisor Freedom Income Fund Class Z6 Mutual Fund	Mutual Funds	—	—	$108K	0.1%
Fidelity Advisor Freedom 2020 Fund Class A Mutual Fund	Mutual Funds	—	—	$59K	<0.1%
Fidelity Advisor Freedom 2015 Fund Class A Mutual Fund	Mutual Funds	—	—	$43K	<0.1%
Fidelity Advisor Freedom 2010 Fund Class A Mutual Fund	Mutual Funds	—	—	$37K	<0.1%
FIDELITY ADVISOR STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 002	Common Collective Trust	—	—	$0	<0.1%