Back to filter
Original filing (PDF)20250905115447NAL0017165841001
COMPANY3 / METHOD INC.
Form 5500
FILING_RECEIVED
COMPANY 3 / METHOD 401(K) PLAN
401(k) retirement plan
Active participants
941
Accounts w/ balance
1,933
Plan assets (EOY)
$216.5M
Net assets (EOY)
$216.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPANY3 / METHOD INC..
Plan sponsor
Name
COMPANY3 / METHOD INC.
EIN
95-3034570
Address
3401 EXPOSITION BLVD · SANTA MONICA, CA · 90404
Phone
(818) 565-3600
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
2025-09-05
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
FARBER HASS HURLEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$103K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $67K | — |
| MERCER | 36-2668272 | — | CONSULTANT | $64K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FARBER HASS HURLEY LLP | 20-4207759 | — | ACCOUNTANT/AUDITOR | $22K | — |
Investments
17 direct securities · 6 pooled funds· $224.2M(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.
Uncategorized
$151.6M
17 holdings
Common Collective Trust
$63.6M
5 holdings
Pooled Separate Account
$9.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Mgmt. Trust Co. Fidelity 500 Index | — | — | — | $44.1M | 20.4% | |
| JPMCB US ACT CORE CF JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $30.5M | 14.1% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2035 Fund | — | — | — | $20.7M | 9.6% | |
| BTW SMID CAP CIT BOSTON TRUST WALDEN COMPANY · EIN 85-6529039 / PN 001 | Common Collective Trust | — | — | $19.8M | 9.1% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2040 Fund | — | — | — | $15.0M | 6.9% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2045 Fund | — | — | — | $12.5M | 5.8% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2030 Fund | — | — | — | $11.2M | 5.2% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2050 Fund | — | — | — | $11.2M | 5.2% | |
| Fully benefit-responsive investment contract - * New York Life Insurance Co. New York Life Anchor Account | — | — | — | $9.0M | 4.2% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INS. CO. · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $9.0M | 4.2% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2055 Fund | — | — | — | $8.3M | 3.8% | |
| HRDG LVNR INTL EQ M GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $7.1M | 3.3% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2025 Fund | — | — | — | $7.1M | 3.3% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $6.1M | 2.8% | |
| Fidelity Mgmt. Trust Co. Fidelity Total International Index Fund | — | — | — | $5.0M | 2.3% | |
| Fidelity Mgmt. Trust Co. Fidelity US Bond Index Fund | — | — | — | $2.8M | 1.3% | |
| Fidelity Mgmt. Trust Co. Fidelity Extended Market Index Fund | — | — | — | $2.4M | 1.1% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2020 Fund | — | — | — | $1.5M | 0.7% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2060 Fund | — | — | — | $327K | 0.2% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2065 Fund | — | — | — | $324K | 0.1% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2015 Fund | — | — | — | $119K | <0.1% | |
| party par or maturity value Cost Current value Mutual funds - * Fidelity Mgmt. Trust Co. American Funds Target Date 2010 Fund ** $ | — | — | — | $51K | <0.1% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $42K | <0.1% |
Related plans
Other plans using STRATEGIC ADVISORS, INC.
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
MEDTRONIC, INC.
MEDTRONIC SAVINGS AND INVESTMENT PLAN
$13.7B · 38,035 participants
Similar-size Information / Tech / Media plans
NEP BROADCASTING, LLC
NEP BROADCASTING, LLC 401(K) PLAN
$216.4M · 1,717 participants
REGAL CINEMAS, INC.
REGAL ENTERTAINMENT GROUP 401(K) PLAN
$182.7M · 8,408 participants
BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY FLEX PLAN
ENTERTAINMENT INDUSTRY FLEX PLAN
$255.5M · 35,157 participants
AMERICAN MULTI-CINEMA, INC.
AMERICAN MULTI-CINEMA, INC. 401(K) SAVINGS PLAN
$260.3M · 10,187 participants
SESAME WORKSHOP
SESAME WORKSHOP 401(K) RETIREMENT PLAN
$167.9M · 923 participants
LIONS GATE ENTERTAINMENT, INC.
LIONSGATE 401(K) PLAN
$302.1M · 1,402 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B