How big is Wasserman Music, LLC's plan?

Wasserman Music, LLC's plan reported $17.8M in assets and 292 participants for 2024.

Original filing (PDF)20251002200710NAL0002023346001

Wasserman Music, LLC

Name: Wasserman Music, LLC — Wasserman Music 401(k) Plan, Form 5500 (2024)
Creator: Wasserman Music, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wasserman Music 401(k) Plan

401(k) retirement plan · Wasserman Music, LLC's Wasserman Music 401(k) Plan held $17.8M in plan assets for 292 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

292

Accounts w/ balance

306

Plan assets (EOY)

$17.8M

Net assets (EOY)

$17.8M

People on this filing

MEG Stephenson signed Wasserman Music, 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 Music, LLC's EIN is 85-2275705.

EIN 85-2275705

Plan number 001

Plan year 2024

ACK ID 20251002200710NAL0002023346001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wasserman Music, 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 MUSIC, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

32 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

WASSERMAN MUSIC, LLC

EIN

all filings

Address

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

Phone

(310) 407-0200

Industry

Arts, Entertainment, Recreation

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	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES	59-2937883	—	ADVISOR	$16K	—

Investments

32 direct securities · 1 pooled fund· $17.8M(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

$14.1M

18 holdings

Common Collective Trusts

$3.1M

6 holdings

Other securities

$433K

7 holdings

Bonds / Notes

$153K

1 holding

Common Collective Trust

$9K

1 holding

					% of plan
American Funds 2045 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$3.2M	17.8%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.7M	15.3%
American Funds 2035 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$2.4M	13.5%
American Funds 2040 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$2.0M	11.1%
American Funds 2050 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.8M	9.9%
American Funds 2055 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.6M	8.9%
American Funds 2060 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.2M	6.8%
American Funds 2030 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$685K	3.8%
American Funds 2025 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$634K	3.6%
American Funds 2065 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$397K	2.2%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$207K	1.2%
Participant Loans to participants, bearing interest from 4.25% to 10.50%	Bonds / Notes	—	—	$153K	0.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$125K	0.7%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$106K	0.6%
American Funds 2015 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$105K	0.6%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$91K	0.5%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$80K	0.4%
T. Rowe Price Global Stock Fund Mutual Fund	Other securities	—	—	$75K	0.4%
American Funds American Mutual R6 Mutual Fund	Mutual Funds	—	—	$58K	0.3%
American Beacon Small Cap Value Fund R5 Mutual Fund	Other securities	—	—	$57K	0.3%
American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$46K	0.3%
BlackRock Health Sciences Opportunities Portfolio Investor A Shares Mutual Fund	Other securities	—	—	$31K	0.2%
Brown Advisory Sustainable Growth Fund Mutual Fund	Other securities	—	—	$31K	0.2%
Neuberger Berman Real Estate Fund Class R6 Mutual Fund	Other securities	—	—	$29K	0.2%
Franklin Utilities Fund Class R6 Mutual Fund	Mutual Funds	—	—	$27K	0.1%
Janus Henderson Global Technology and Innovation Fund Mutual Fund	Mutual Funds	—	—	$26K	0.1%
Fidelity Managed Income Portfolio - Class 1 Common/Collective Trust	Common Collective Trusts	—	—	$10K	<0.1%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$9K	<0.1%
Putnam Global Income Trust Class R6 Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
MFS International New Discovery Fund Class R6 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
BlackRock High Yield Portfolio Fund Mutual Fund	Other securities	—	—	$1K	<0.1%