Twdc Enterprises 18 Corp. 401(k) Review & Grade
Disney Savings and Investment Plan
Burbank, CAInformation50,478 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$2,198Employer $ per active participant
$11,003Employee $ saved per active participant
0.01%Direct admin cost, % of plan assets
$12.7BNet plan assets, end of year
$175,473Average balance per account
Score breakdown
- Employer generosity8.6 / 5017th percentile for employer $ per participant
- Low cost24.1 / 2596th percentile for low admin cost vs. same-size plans
- Employee saving7.8 / 1552th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score41 / 100 · Grade D
This plan vs. peers
Peers: Information plans with 10,000+ active participants (30 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 17th |
| Lower admin cost | 96th |
| Employee saving | 52th |
| Peers that auto-enroll | 60% |
Red flags from the filing
Corrective distributions: the plan refunded $183,737 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Twdc Enterprises 18 put in about $2,198 per active participant, below the typical peer ($5,217). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $110,951,837 |
| Participant (employee) contributions | $555,425,671 |
| Other contributions (incl. rollovers in) | $66,909,633 |
| Administrative expenses paid from the plan | $1,104,307 |
| Contract administrator fees | $20,400 |
| Investment advisory & management fees | $862,205 |
| Other admin expenses | $7,677 |
| Benefits paid out | $897,411,932 |
| Net assets, start / end of year | $11.1B / $12.7B |
| Active participants, start / end of year | 49,567 / 51,389 |
| Participants with account balances | 72,525 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Moss Adams LLP |
Largest service providers (Schedule C)
| Strategic Advisors, Inc. | $862,205 reported compensation |
| Fidelity Investments Institutional | $242,102 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251008160325NAL0013817138001, received 2025-10-08, EIN 95-4545390, plan #011, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.
Other 401(k) plans filed under this employer's EIN
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