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Original filing (PDF)20251229094353NAL0010133859001
HART ENERGY PUBLISHING, LLC
Form 5500
FILING_RECEIVED
HART ENERGY PUBLISHING LLC 401K PLAN
401(k) retirement plan
Signals · 2
1 failed disclosureLate filing · 1.4 mo
Active participants
55
Accounts w/ balance
116
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
79
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Filed 1.4 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HART ENERGY PUBLISHING, LLC.
Plan sponsor
Name
HART ENERGY PUBLISHING, LLC
EIN
02-0715632
Address
1616 S. VOSS ROAD · HOUSTON, TX · 77057
Phone
(646) 465-9762
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-29
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $750 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
40 direct securities· $9.4M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | — | — | — | $1.3M | 13.6% | |
| Fidelity Growth Company Fund | — | — | — | $767K | 7.9% | |
| Fidelity Retirement Government Money Market II | — | — | — | $702K | 7.2% | |
| Fidelity OTC Portfolio Fund | — | — | — | $626K | 6.4% | |
| Fidelity FID FREEDOM 2040 K | — | — | — | $492K | 5.1% | |
| Fidelity Diversified International Fund | — | — | — | $467K | 4.8% | |
| Fidelity Overseas Fund | — | — | — | $401K | 4.1% | |
| Fidelity FID Total MKT IDX | — | — | — | $363K | 3.7% | |
| Fidelity Mid Cap Stock Fund | — | — | — | $302K | 3.1% | |
| Fidelity Large Cap Stock Fund | — | — | — | $287K | 2.9% | |
| Fidelity FID FREEDOM 2045 K | — | — | — | $281K | 2.9% | |
| Fidelity Dividend Growth Fund | — | — | — | $278K | 2.9% | |
| Fidelity Small Cap Value Fund | — | — | — | $262K | 2.7% | |
| Fidelity FID FREEDOM 2030 K | — | — | — | $260K | 2.7% | |
| Fidelity Growth Strategies Fund | — | — | — | $244K | 2.5% | |
| Fidelity FID FREEDOM 2050 K | — | — | — | $230K | 2.4% | |
| Fidelity Focused Stock | — | — | — | $208K | 2.1% | |
| Fidelity FID FREEDOM 2025 K | — | — | — | $179K | 1.8% | |
| Fidelity Equity Income Fund | — | — | — | $169K | 1.7% | |
| Fidelity Puritan Fund | — | — | — | $163K | 1.7% | |
| Fidelity Value Fund | — | — | — | $149K | 1.5% | |
| Fidelity Equity Dividend Income Fund | — | — | — | $148K | 1.5% | |
| Fidelity Intermediate Bond Fund | — | — | — | $139K | 1.4% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $113K | 1.2% | |
| Fidelity Fund | — | — | — | $112K | 1.2% | |
| Fidelity Investment Grade Bond Fund | — | — | — | $106K | 1.1% | |
| Pioneer Y | — | — | — | $98K | 1.0% | |
| Fidelity Small Cap Discovery Fund | — | — | — | $85K | 0.9% | |
| Fidelity Real Estate Investment Fund | — | — | — | $80K | 0.8% | |
| maturing through December 2029 -0- | — | — | — | $58K | 0.6% | |
| Fidelity Value Strategies Fund | — | — | — | $51K | 0.5% | |
| Fidelity FID FREEDOM 2060 K | — | — | — | $46K | 0.5% | |
| Fidelity FID FREEDOM 2035 K | — | — | — | $39K | 0.4% | |
| Fidelity Short-Term Bond Fund | — | — | — | $38K | 0.4% | |
| Baron Capital Group, Inc. Baron Partners Fund | — | — | — | $36K | 0.4% | |
| Fidelity FID FREEDOM 2020 K | — | — | — | $23K | 0.2% | |
| Fidelity FID FREEDOM 2065 K | — | — | — | $13K | 0.1% | |
| Calvert Research and Management Calvert US Large Cap Index | — | — | — | $12K | 0.1% | |
| Fidelity FID FREEDOM 2055 K | — | — | — | $8K | <0.1% | |
| Fidelity FID FREEDOM INC K | — | — | — | $6K | <0.1% |
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