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Original filing (PDF)20251009142039NAL0011644384001
DIRECTV ENTERTAINMENT HOLDINGS LLC
Form 5500
FILING_RECEIVED
DIRECTV RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
7,057
Accounts w/ balance
8,128
Plan assets (EOY)
$597.2M
Net assets (EOY)
$597.2M
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)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: DIRECTV SAVINGS PLAN MASTER TRUST (extraction pending)]" is 100% of plan.
- 10 bps in Schedule C fees — 65% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIRECTV ENTERTAINMENT HOLDINGS LLC.
Plan sponsor
Name
DIRECTV ENTERTAINMENT HOLDINGS LLC
EIN
86-2430702
Address
2260 E. IMPERIAL HWY, 12TH FLOOR · EL SEGUNDO, CA · 90245
Phone
(855) 877-6243
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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPS CO. LLC | 04-2647786 | — | RECORDKEEPER | $319K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $215K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDITOR | $58K | — |
Investments
1 pooled fund· $564.1M(94% 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 |
|---|---|---|---|---|---|---|
| DIRECTV SAVINGS PLAN MASTER TRUST DIRECTV ENTERTAINMENT HOLDINGS LLC · EIN 86-2430702 / PN 301 | Master Trust | — | — | $564.1M | 94.5% |