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Original filing (PDF)20251015122920NAL0004530897001
LIONS GATE ENTERTAINMENT, INC.
Form 5500
FILING_RECEIVED
LIONSGATE 401(K) PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
1,402
Accounts w/ balance
2,039
Plan assets (EOY)
$302.1M
Net assets (EOY)
$302.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Money Market Fund BLACKROCK BLACKROCK LIQUIDITY FUNDS FEDFUND" is 40% of plan.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIONS GATE ENTERTAINMENT, INC..
Plan sponsor
Name
LIONS GATE ENTERTAINMENT, INC.
EIN
98-0183157
Address
2700 COLORADO AVENUE, 2ND FLOOR · SANTA MONICA, CA · 90404
Phone
(310) 449-9200
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
2025-10-15
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
WINDHAM BRANNON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $86K | — |
Investments
28 direct securities · 1 pooled fund· $302.1M(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
$290.1M
27 holdings
Common Collective Trust
$8.1M
1 holding
Mutual Funds
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Fund BLACKROCK LIQUIDITY FUNDS FEDFUND | — | — | — | $121.0M | 40.1% | |
| ISHARES S&P 500 INDEX FD CL K | — | — | — | $36.8M | 12.2% | |
| NEW YORK LIFE NYLI WINSLOW LRG CP GRT R6 | — | — | — | $15.2M | 5.0% | |
| COLUMBIA SELECT LARGE CAP | — | — | — | $10.3M | 3.4% | |
| VANGUARD SMALL CAP IND INSTL | — | — | — | $9.1M | 3.0% | |
| AMERICAN FUNDS AMERICAN EUROPACIFIC GROWTH R6 | — | — | — | $9.0M | 3.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2040 TARGET R6 | — | — | — | $8.6M | 2.8% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $8.1M | 2.7% | |
| AMERICAN FUNDS AMERICAN FUNDS 2055 TARGET R6 | — | — | — | $8.0M | 2.7% | |
| AMERICAN FUNDS AMERICAN FUNDS 2050 TARGET R6 | — | — | — | $7.6M | 2.5% | |
| AMERICAN FUNDS AMERICAN FUNDS 2035 TARGET R6 | — | — | — | $7.3M | 2.4% | |
| AMERICAN FUNDS AMERICAN FUNDS 2030 TARGET R6 | — | — | — | $7.3M | 2.4% | |
| AMERICAN FUNDS AMERICAN FUNDS 2045 TARGET R6 | — | — | — | $6.7M | 2.2% | |
| PIMCO REAL RETURN FD CL INST | — | — | — | $6.4M | 2.1% | |
| VOYA INTERMEDIATE BOND FD R6 | — | — | — | $6.0M | 2.0% | |
| ISHARES MSCI EAFE INTERNL IDX K | — | — | — | $6.0M | 2.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2060 TARGET R6 | — | — | — | $5.8M | 1.9% | |
| ALLSPRING SPECIAL MID CAP R6 | Mutual Funds | — | — | $3.9M | 1.3% | |
| AMERICAN FUNDS AMERICAN FUNDS 2025 TARGET R6 | — | — | — | $3.1M | 1.0% | |
| BUFFALO FUNDS BUFFALO DISCOVERY FD CL INSTL | — | — | — | $3.1M | 1.0% | |
| AMERICAN FUNDS AMERICAN US GOVERNMENT | — | — | — | $3.0M | 1.0% | |
| BLACKROCK GLOBAL ALLOCATION K | — | — | — | $2.0M | 0.7% | |
| Notes receivable from participants * Participant notes Interest rates ranging from 5.25% to 10.50% | — | — | — | $1.8M | 0.6% | |
| VANGUARD FTSE SOCIAL INDX ADM | — | — | — | $1.6M | 0.5% | |
| AMERICAN FUNDS AMERICAN FUNDS GRTH AND INCM | — | — | — | $1.6M | 0.5% | |
| AMERICAN FUNDS AMERICAN FUNDS 2020 TARGET R6 | — | — | — | $975K | 0.3% | |
| AMERICAN FUNDS AMERICAN NEW WORLD FUND | — | — | — | $904K | 0.3% | |
| DWS DEUTSCHE REAL ESTATE SEC CL R6 | — | — | — | $677K | 0.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2065 TARGET R6 | — | — | — | $107K | <0.1% |