Directv Entertainment Holdings 401(k) match, vesting and fees
What Directv Entertainment Holdings' 401(k) plan says about matching contributions
Participants who have attained age 50 before the end of the plan year are eligible to make catch-up contributions; these additional contributions are ineligible for a Company matching contribution. The Company makes a matching contribution to eligible participant accounts. The matching contribution for management employees is equal to 133 1/3% of the first 3% of the employee’s compensation the employee elected to defer as a basic contribution (“Deferral”), plus 100% of the next 3% of their Deferrals, not to exceed 7% of compensation. The matching contribution for participants of CWA District 3 is 100% of the first 6% of their Deferrals, and all other collectively bargained employees receive 80% of the first 6% of their Deferrals.
Quoted directly from the filing. Plan terms may have changed; check your current Summary Plan Description.
Plan features
Indented passages are quoted word for word from the audit report; plan terms may have changed since, so check your current Summary Plan Description.
| Employer match | Quoted from the filing above | Audit report, p. 39 ↗ |
| Automatic enrollment | The Plan includes an auto-enrollment provision whereby all newly eligible employees are automatically enrolled in the Plan unless they affirmatively elect not to participate in the Plan. Effective the first day of the pay period following 60 days after they first become a participant, automatically enrolled participants have their deferral rate set at 3% of eligible compensation and their contributions invested in a designated balanced fund until changed by the participant. | Audit report, p. 39 ↗ |
| Roth contributions | Participants have the option to make Roth elective salary reduction contributions to the Plan. Participants may contribute to the Plan through a reduction in salary on a pretax or after-tax basis, or Roth deferrals from 1% to 50% of total eligible compensation. | Audit report, p. 39 ↗ |
| Loans | Notes Receivable from Participants—Participants may borrow from their accounts a minimum of $1,000 up to a maximum of the lesser of one-half of the vested account balance or $50,000. The loans are secured by an assignment of a participant’s vested interest in the Plan, and bear interest as determined by the plan administrator. Principal and interest are paid ratably through payroll deductions. Loan terms range from 1 to 5 years; however, terms may exceed 5 years for the purchase of a primary residence. As of December 31, 2024 and 2023, participant loans have maturities through 2034 at interest rates ranging from 4.25% to 9.50%. | Audit report, p. 40 ↗ |
| Recordkeeper | Fidelity Inv Inst Ops Co. LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
All rows are from the plan year 2024 filing; plan features from its audit report.
How the plan compares
Plan year 2024 medians for 34 defined-contribution plans in information with 5,000 to 9,999 participants.
| Directv Entertainment Holdings: employer contribution per participant | $5,929 | |
| Peer median | $1,939 |
| Directv Entertainment Holdings: average balance | $73,479 | |
| Peer median | $106,291 |
| Directv Entertainment Holdings: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $449M at the end of plan year 2023 to $597M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,330 | $597M | $48.2M | $5,929 | 0.11% | Quoted in the audit report, p. 39 ↗ | Form 5500 ↗ |
| 2023 | 9,216 | $449M | $50.4M | $5,590 | 0.25% | Not published | Form 5500 ↗ |
Other Directv Entertainment Holdings plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Directv Puerto Rico Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Directv Bargained Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Directv Entertainment Holdings match 401(k) contributions?
The audit report attached to the Directv Retirement Savings Plan's plan year 2024 Form 5500, page 39 says: “Participants who have attained age 50 before the end of the plan year are eligible to make catch-up contributions; these additional contributions are ineligible for a Company matching contribution. The Company makes a matching contribution to eligible participant accounts. The matching contribution for management employees is equal to 133 1/3% of the first 3% of the employee’s compensation the employee elected to defer as a basic contribution (“Deferral”), plus 100% of the next 3% of their Deferrals, not to exceed 7% of compensation. The matching contribution for participants of CWA District 3 is 100% of the first 6% of their Deferrals, and all other collectively bargained employees receive 80% of the first 6% of their Deferrals.” Plan terms may have changed; check your current Summary Plan Description.
When is the Directv Entertainment Holdings 401(k) match vested?
The vesting schedule for the Directv Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Directv Entertainment Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv Inst Ops Co. LLC. The plan administrator is Directv Entertainment Holdings LLC.
I left Directv Entertainment Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Directv Entertainment Holdings LLC, (855) 877-6243) or the recordkeeper, Fidelity Inv Inst Ops Co. LLC. The Directv Entertainment Holdings old 401(k) page lists the contacts from every plan filing. Find an old Directv Entertainment Holdings 401(k)
Data from the public Form 5500 annual reports Directv Entertainment Holdings filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Directv Entertainment Holdings. Not financial advice. Report a correction · Methodology