Back to filter
Original filing (PDF)20251008160325NAL0013817138001
TWDC ENTERPRISES 18 CORP.
Form 5500
FILING_RECEIVED
DISNEY SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
51,389
Accounts w/ balance
72,525
Plan assets (EOY)
$12.7B
Net assets (EOY)
$12.7B
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "or Similar Party Interest, Collateral, Par or Maturity Value Current Value * Disney Savings Plan Master Trust Master Trust Investment Account" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TWDC ENTERPRISES 18 CORP..
Plan sponsor
Name
TWDC ENTERPRISES 18 CORP.
EIN
95-4545390
Address
500 SOUTH BUENA VISTA STREET · BURBANK, CA · 915217382
Phone
(818) 560-2611
Industry
Information / Tech / Mediasee all
Plan administrator
Name
INVESTMENT AND ADMINISTRATIVE COMMITTEE
EIN
27-3578379
City
BURBANK, CA
Phone
(818) 560-2611
Plan characteristics
Plan number
011
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
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $862K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $242K | — |
Investments
1 direct security · 1 pooled fund· $12.7B(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.
Master Trust
$12.6B
1 holding
Uncategorized
$84.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DISNEY SAVINGS PLAN MASTER TRUST TWDC ENTERPRISES 18 CORP. · EIN 95-4545390 / PN 003 | Master Trust | — | — | $12.6B | 99.2% | |
| Notes receivable Notes mature between January 2025 and December 2054 with from participants interest rates that range from 4.25% to 9.50%. | — | — | — | $84.5M | 0.7% |