Anaheim Ducks Hockey Club, LLC 401(k) Review & Grade
Oc Sports & Entertainment 401(k) Savings Plan
Anaheim, CAArts, Entertainment & Recreation570 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$2,647Employer $ per active participant
$5,407Employee $ saved per active participant
0.68%Direct admin cost, % of plan assets
$39.6MNet plan assets, end of year
$89,577Average balance per account
Score breakdown
- Employer generosity43.3 / 5087th percentile for employer $ per participant
- Low cost3.4 / 2514th percentile for low admin cost vs. same-size plans
- Employee saving13.2 / 1588th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-10 pts1 issue reported on the filing
Total score53 / 100 · Grade C
This plan vs. peers
Peers: Arts, Entertainment & Recreation plans with 500–2,499 active participants (225 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 87th |
| Lower admin cost | 14th |
| Employee saving | 88th |
| Peers that auto-enroll | 38% |
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Red flags from the filing
Late deposits: the filing says some employee contributions were not sent to the plan on time ($152 reported). That's money taken from paychecks that sat with the employer longer than the law allows.
What to do if you're in this plan
- Anaheim Ducks Hockey Club put in about $2,647 per active participant, more than the typical peer ($995). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- 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.
- Direct plan expenses (0.68% of assets) are well above similar-size plans (0.23%). Check your annual fee disclosure, choose low-cost index funds if you can, and think about whether savings beyond the match belong in an IRA.
- The plan reported late deposits of employee contributions. Compare your pay stubs with your account statements, and contact the plan administrator if money shows up late.
- 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 | $1,510,306 |
| Participant (employee) contributions | $3,084,976 |
| Other contributions (incl. rollovers in) | $385,378 |
| Administrative expenses paid from the plan | $244,127 |
| Contract administrator fees | $244,127 |
| Benefits paid out | $2,079,518 |
| Net assets, start / end of year | $32.1M / $39.6M |
| Active participants, start / end of year | 544 / 597 |
| Participants with account balances | 442 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Wright Ford Young & Co. |
Largest service providers (Schedule C)
| John Hancock USA | $606 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251015112659NAL0002215011001, received 2025-10-15, EIN 34-2036744, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.