Retirement plan

ROY AND PATRICIA DISNEY FAMILY FOUNDATION 403(B) PLAN

Name: ROY AND PATRICIA DISNEY FAMILY FOUNDATION - ROY AND PATRICIA DISNEY FAMILY FOUNDATION 403(B) PLAN (2025) Form 5500
Creator: ROY AND PATRICIA DISNEY FAMILY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROY AND PATRICIA DISNEY FAMILY FOUNDATION 403(B) PLAN, ROY AND PATRICIA DISNEY FAMILY FOUNDATION

ROY AND PATRICIA DISNEY FAMILY FOUNDATIONEIN 61-1777495Plan #001PY 2025

6100 WILSHIRE BLVD #1250 - LOS ANGELES, CA 90048310-440-5045LinkedIn1-10 employeesinvestment management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+33.4% from 2024

Total participants

0.0% from 2024

Average account balance

$179,795

+11.2% from 2024

Annual return

20.08%

+4.13 pp from 2024

Benchmarks

See 17,085 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort17,085 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$180K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1018

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2L2M2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$1527 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.566%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$179,795

$114,013+57.7%

$103,693+73.4%

$155,188+15.9%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

80.8%+19.2pp

Annual return

20.08%

49.31%-29.2pp

47.61%-27.5pp

148.84%-128.8pp

Employer contribution / active EE

$15,236

$3,131+386.6%

$2,920+421.7%

$4,248+258.7%

Participant deferral / active EE

$13,200

$4,970+165.6%

$4,579+188.3%

$6,531+102.1%

Admin fee / account holder

$1,018

$8,407-87.9%

$7,858-87.0%

$14,480-93.0%

ROY AND PATRICIA DISNEY FAMILY FOUNDATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROY AND PATRICIA DISNEY FAMILY FOUNDATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion