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Original filing (PDF)20251008152251NAL0010058960001
THE ANIMATION GUILD, LOCAL 839
Form 5500
FILING_RECEIVED
THE ANIMATION GUILD 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,649
Accounts w/ balance
4,791
Plan assets (EOY)
$658.7M
Net assets (EOY)
$658.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ANIMATION GUILD, LOCAL 839.
Plan sponsor
Name
THE ANIMATION GUILD, LOCAL 839
EIN
95-1715755
Address
1105 N. HOLLYWOOD WAY · BURBANK, CA · 91505
Phone
(818) 845-7500
Industry
Information / Tech / Mediasee all
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $259K | — |
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | NONE | $68K | — |
| MARSH & MCLENNAN AGENCY LLC | 36-1436000 | — | NONE | $47K | — |
| MITCHELL SILBERBERG & KNUPP LLP | 95-1883538 | — | NONE | $21K | — |
| MILLER KAPLAN ARASE, LLP | 95-2036255 | — | NONE | $20K | — |
| CBIZ BENEFITS & INSURANCE SVCS | 31-1582098 | — | NONE | $17K | — |
Investments
13 pooled funds· $521.2M(79% 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 |
|---|---|---|---|---|---|---|
| VFTC TARGET RET. 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $109.1M | 16.6% | |
| VFTC TARGET RET. 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $83.8M | 12.7% | |
| VFTC TARGET RET. 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $72.1M | 10.9% | |
| VFTC TARGET RET. 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $56.7M | 8.6% | |
| VFTC TARGET RET. 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $45.2M | $48.1M | 7.3% | |
| VFTC TARGET RET. 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $52.5M | $46.6M | 7.1% | |
| VFTC TARGET RET. 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $37.7M | 5.7% | |
| VFTC TARGET RET. 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $23.5M | 3.6% | |
| VFTC TARGET RET. 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.3M | 2.5% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $12.7M | 1.9% | |
| VFTC TARGET RET. INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.7M | 1.8% | |
| VFTC TARGET RET. 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.4% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% |
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