Employers › TWDC Enterprises 18 › plan 026
Recordkeeping fees per participant · Disney Hourly Savings and Investment Plan · plan year 2024
$4.53
Higher than 8% of the 790 plans over $1B that report it.
= $282,164 / 62,265
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008160419NAL0009742592001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008160419NAL0009742592001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$4.62
Higher than 5% of the 1,045 plans over $1B that report it.
= $287,711 / 62,265
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008160419NAL0009742592001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008160419NAL0009742592001, received 2025-10-08
Administrative expenses per participant
$6.43
Higher than 2% of the 1,076 plans over $1B that report it.
= $400,452 / 62,265
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008160419NAL0009742592001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008160419NAL0009742592001, received 2025-10-08
Administrative expenses as a share of assets
0.026%
Higher than 25% of the 1,076 plans over $1B that report it.
= $400,452 / $1,553,431,836
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008160419NAL0009742592001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008160419NAL0009742592001, received 2025-10-08
Employer contributions per participant
$802
Higher than 4% of the 1,135 plans over $1B that report it.
= $49,939,079 / 62,265
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008160419NAL0009742592001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008160419NAL0009742592001, received 2025-10-08
Employer share of total contributions
24.2%
Higher than 19% of the 1,135 plans over $1B that report it.
= $49,939,079 / $206,494,016
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008160419NAL0009742592001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008160419NAL0009742592001, received 2025-10-08
97.0% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($6.43 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008160419NAL0009742592001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | TWDC ENTERPRISES 18 CORP. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Plan name | DISNEY HOURLY SAVINGS AND INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Sponsor EIN / plan number | 95-4545390 / 026 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Sponsor location | BURBANK, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Industry (business code) | 512100, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Participants, beginning of year | 111,954 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Active participants | 109,416 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Participants, end of year | 117,208 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Participants with an account balance | 62,265 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Total assets, beginning of year | $1,289,936,520 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Total assets, end of year | $1,553,431,836 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Net assets, end of year | $1,553,431,836 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Total income | $397,331,543 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Net income | $263,495,316 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Employer contributions | $49,939,079 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Participant contributions | $149,964,506 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $6,590,431 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Total contributions | $206,494,016 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Benefit payments | $133,223,220 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $133,836,227 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Total administrative expenses | $400,452 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Contract administrator fees | $5,400 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Recordkeeping fees | $282,164 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Investment advisory and management fees | $112,741 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Administrative expenses excluding investment management | $287,711 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Held in master trusts | $1,506,286,632 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251008160419NAL0009742592001, received 2025-10-08 |
| Independent auditor | MOSS ADAMS LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008160419NAL0009742592001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008160419NAL0009742592001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | NONE | 14 Plan administrator; 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $287,711 | yes |
| STRATEGIC ADVISORS, INC. | NONE | 26 Investment advisory (participants); 27 Investment advisory (plan) | $112,741 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008160419NAL0009742592001, received 2025-10-08.
DISNEY SAVINGS PLAN MASTER TRUST (EIN 954545390, PN 003): plan interest $1,506,286,632, 9.6% of the trust. The trust's own filing (20251008155922NAL0006102545001, received 2025-10-08) reports net assets $15,615,262,038, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,289,936,520 | $1,553,431,836 | 20.4% |
| Participants with a balance | 62,328 | 62,265 | -0.1% |
| Administrative expenses | $302,258 | $400,452 | 32.5% |
| Recordkeeping fees per participant | $3.72 | $4.53 | 21.9% |
| Employer contributions | $46,247,080 | $49,939,079 | 8.0% |
Prior filing 20241008181928NAL0035642530001, received 2024-10-08; the plan years are contiguous.