How big is The Animation Guild, Local 839's plan?

The Animation Guild, Local 839's plan reported $658.7M in assets and 4,649 participants for 2024.

Original filing (PDF)20251008152251NAL0010058960001

The Animation Guild, Local 839

Name: The Animation Guild, Local 839 — The Animation Guild, Form 5500 (2024)
Creator: The Animation Guild, Local 839
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Animation Guild 401(k) Plan

401(k) retirement plan · The Animation Guild, Local 839's The Animation Guild 401(k) Plan held $658.7M in plan assets for 4,649 participants in 2024, with Vanguard as recordkeeper.

Signals · 4

Late participant contributions100% in single holdingCorrective distributions issued6 service providers

Active participants

4,649

Accounts w/ balance

4,791

Plan assets (EOY)

$658.7M

Net assets (EOY)

$658.7M

People on this filing

Steve Kaplan signed The Animation Guild, Local 839's 2024 Form 5500 as plan administrator.

Steve Kaplan — Plan Administrator — Form 5500 signer
Sally Catic — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Animation Guild, Local 839's EIN is 95-1715755.

EIN 95-1715755

Plan number 001

Plan year 2024

ACK ID 20251008152251NAL0010058960001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Animation Guild, Local 839 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Animation Guild, Local 839's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ANIMATION GUILD, LOCAL 839.

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How this plan invests

This plan

13 pooled trusts

Schedule D

1 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

Delinquent participant contributions reported (Schedule H 4a) — 8K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

THE ANIMATION GUILD, LOCAL 839

EIN

all filings

Address

1105 N. HOLLYWOOD WAY · BURBANK, CA · 91505

Phone

(818) 845-7500

Industry

Information / Tech / Media

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

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$259K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP LLC	33-0818667	—	NONE	$68K	—

Investments

1 direct security · 13 pooled funds· $1.2B(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.

Other

$656.1M

1 holding

Common Collective Trust

$521.2M

13 holdings

					% of plan
[Assets held in common collective trust]	Other	—	—	$656.1M	99.6%
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	—	—	$48.1M	7.3%
VFTC TARGET RET. 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001	Common Collective Trust	—	—	$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%