AUMdb

Disney Retirement Savings Plan

Sponsored by Twdc Enterprises 18 Corp. · EIN 954545390 · Plan #015

Total assets
$1.4B
Net assets
$1.4B
Active participants
38,582
With balances
40,435

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (participants), Investment advisory (plan) $106,431
Fidelity Investments Institutional Plan administrator, Recordkeeping fees, Account maintenance fees $6,326