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Original filing (PDF)20250904100857NAL0015996977001
BBC STUDIOS AMERICAS, INC.
Form 5500
FILING_RECEIVED
BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
500
Accounts w/ balance
772
Plan assets (EOY)
$77.5M
Net assets (EOY)
$77.5M
How this plan invests
This plan
35 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 (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BBC STUDIOS AMERICAS, INC..
Plan sponsor
Name
BBC STUDIOS AMERICAS, INC.
EIN
95-3945017
Address
1120 AVENUE OF THE AMERICAS 5TH FL · NEW YORK, NY · 10036
Phone
(212) 339-1721
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
2025-09-04
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $52K | — |
| USI CONSULTING GROUP INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
35 direct securities· $77.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Income Fund of America R4 Mutual fund | — | — | — | $16.7M | 21.5% | |
| iShares S&P 500 Index K Mutual fund | — | — | — | $12.2M | 15.8% | |
| American Funds Growth Fund of America R4 Mutual fund | — | — | — | $4.0M | 5.2% | |
| JP Morgan US Equity A Mutual fund | — | — | — | $3.3M | 4.3% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | — | — | — | $3.2M | 4.1% | |
| Fidelity Extended Market Index Mutual fund | — | — | — | $2.9M | 3.7% | |
| MFS Value R3 Mutual fund | — | — | — | $2.7M | 3.5% | |
| Columbia Small Cap Index Mutual fund | — | — | — | $2.4M | 3.1% | |
| American Funds 2050 Target Date Fund Mutual fund | — | — | — | $2.1M | 2.8% | |
| Ivy Mid Cap Growth Y Mutual fund | — | — | — | $2.0M | 2.6% | |
| American Funds 2055 Target Date Fund Mutual fund | — | — | — | $2.0M | 2.6% | |
| Western Asset Core Bond A Mutual fund | — | — | — | $2.0M | 2.6% | |
| American Funds 2060 Target Date Fund Mutual fund | — | — | — | $1.7M | 2.2% | |
| American Funds 2045 Target Date Fund Mutual fund | — | — | — | $1.5M | 2.0% | |
| JP Morgan Mid Cap Value A Mutual fund | — | — | — | $1.4M | 1.8% | |
| American Funds New World R4 Mutual fund | — | — | — | $1.4M | 1.8% | |
| American Funds EuroPacific Growth R4 Mutual fund | — | — | — | $1.3M | 1.7% | |
| MFS International Value R3 Mutual fund | — | — | — | $1.3M | 1.7% | |
| American Funds 2040 Target Date Fund Mutual fund | — | — | — | $1.2M | 1.5% | |
| Cohen & Steers Real Estate Securities Mutual fund | — | — | — | $1.1M | 1.4% | |
| Columbia Strategic Income Mutual fund | — | — | — | $1.1M | 1.4% | |
| T. Rowe Price Spectrum Mod Growth Mutual fund | — | — | — | $1.0M | 1.3% | |
| Retirement Balanced Fund - I Class Mutual fund | — | — | — | $1.0M | 1.3% | |
| Lord Abbett Short Duration Income A Mutual fund | — | — | — | $908K | 1.2% | |
| American Funds 2065 Target Date Fund Mutual fund | — | — | — | $871K | 1.1% | |
| Private Shares Fund A Mutual fund | — | — | — | $859K | 1.1% | |
| American Funds 2035 Target Date Fund Mutual fund | — | — | — | $841K | 1.1% | |
| Calvert Equity A Mutual fund | — | — | — | $782K | 1.0% | |
| Fidelity Balanced Fund Mutual fund | — | — | — | $772K | 1.0% | |
| American Funds Small Cap World R4 Mutual fund | — | — | — | $676K | 0.9% | |
| Vanguard Total Intl BD Idx Admiral Mutual fund | — | — | — | $646K | 0.8% | |
| MFS Global Equity R3 Mutual fund | — | — | — | $438K | 0.6% | |
| Notes receivable from participants Interest rates range from 4.25% - 9.50% | — | — | — | $397K | 0.5% | |
| American Funds 2030 Target Date Fund Mutual fund | — | — | — | $270K | 0.3% | |
| American Funds 2025 Target Date Fund Mutual fund | — | — | — | $60K | <0.1% |