· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAG-AFTRA FOUNDATION — SAG-AFTRA FOUNDATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251204091020NAL0003978994001
SAG-AFTRA FOUNDATION
Form 5500-SF
FILING_RECEIVED
SAG-AFTRA FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
30
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAG-AFTRA FOUNDATION
.
Find decision makers
Plan sponsor
Name
SAG-AFTRA FOUNDATION
EIN
95-3967876
Address
5757 WILSHIRE BOULEVARD, PH1 · LOS ANGELES, CA · 90036
Phone
(323) 549-6862
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES, LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2025-12-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ACCESS CNY
SPAULDING P.R.A.Y. RESIDENCE CORP. EMPLOYEES' 403(B) ANNUITY PLAN
$1.7M · 16 participants
VINYL SIDING INSTITUTE INC
VINYL SIDING INSTITUTE INC 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 8 participants
GREATER BURLINGTON INDUSTRIAL CORP
GREATER BURLINGTON INDUSTRIAL CORPORATION 401(K) PLAN
$1.7M · 7 participants
THE LOFT, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF THE LOFT, INC.
$1.7M · 8 participants
SMI/SUMMIT MINISTRIES, INTERNATIONAL, INC.
65
Knocking points off
Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SMI 401(K) PLAN
$1.7M · 37 participants
BRONX SHEPHERDS RESTORATION CORP
BRONX SHEPHERDS 401(K) PLAN
$1.7M · 20 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
