Retirement plan

ACTIVIST ARTISTS MANAGEMENT, LLC 401(K) PLAN

Name: ACTIVIST ARTISTS MANAGEMENT, LLC - ACTIVIST ARTISTS MANAGEMENT, LLC 401(K) PLAN (2022) Form 5500
Creator: ACTIVIST ARTISTS MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTIVIST ARTISTS MANAGEMENT, LLC 401(K) PLAN, ACTIVIST ARTISTS MANAGEMENT, LLC

ACTIVIST ARTISTS MANAGEMENT, LLCEIN 82-4060729Plan #001PY 2022

8500 MELROSE AVENUE , SUITE 20 - WEST HOLLLYWOOD, CA 900695145310-746-2000activist.coLinkedIn11-50 employeesentertainment

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-8.3% from 2021

Total participants

+8.7% from 2021

Average account balance

$76,632

-28.2% from 2021

Annual return

-18.74%

-36.06 pp from 2021

Benchmarks

See 8,950 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.47M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

121.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$347K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3570

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

$29K

$1505 / participant

Other / not subdivided$29K100.0%

% of EOY assets

1.622%

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

$76,632

$152,542-49.8%

$117,498-34.8%

$134,509-43.0%

Participation rate

89.5%

77.1%+12.4pp

70.6%+18.9pp

81.2%+8.2pp

Annual return

-18.74%

53.02%-71.8pp

29.75%-48.5pp

418.13%-436.9pp

Employer contribution / active EE

$1,533

$5,574-72.5%

$4,178-63.3%

$4,741-67.7%

Participant deferral / active EE

$10,331

$4,819+114.4%

$4,071+153.8%

$6,400+61.4%

Admin fee / account holder

$1,243

$7,006-82.3%

$5,646-78.0%

$11,427-89.1%

ACTIVIST ARTISTS MANAGEMENT, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACTIVIST ARTISTS MANAGEMENT, LLC 401(K) 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