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Original filing (PDF)20250827105637NAL0004984563001
J2 INTERACTIVE, LLC
Form 5500
FILING_RECEIVED
J2 INTERACTIVE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
220
Accounts w/ balance
273
Plan assets (EOY)
$41.8M
Net assets (EOY)
$41.8M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J2 INTERACTIVE, LLC.
Plan sponsor
Name
J2 INTERACTIVE, LLC
EIN
04-3568729
Address
2 THIRTEENTH STREET · CHARLESTOWN, MA · 02129
Phone
(866) 658-8800
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STOWE & DEGON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Investments
42 direct securities· $41.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company | — | — | — | $7.7M | 18.4% | |
| Fidelity Management Trust Company | — | — | — | $6.3M | 15.2% | |
| Fidelity Management Trust Company | — | — | — | $2.6M | 6.3% | |
| Fidelity Management Trust Company | — | — | — | $2.6M | 6.3% | |
| Parnassus Funds | — | — | — | $2.4M | 5.6% | |
| Fidelity Management Trust Company | — | — | — | $1.8M | 4.4% | |
| Fidelity Management Trust Company | — | — | — | $1.6M | 3.9% | |
| Fidelity Management Trust Company | — | — | — | $1.6M | 3.8% | |
| Fidelity Management Trust Company | — | — | — | $1.2M | 2.8% | |
| Fidelity Management Trust Company | — | — | — | $1.1M | 2.7% | |
| Fidelity Management Trust Company | — | — | — | $1.1M | 2.6% | |
| Fidelity Management Trust Company | — | — | — | $988K | 2.4% | |
| Janus Investment Fund | — | — | — | $940K | 2.2% | |
| Fidelity Management Trust Company | — | — | — | $867K | 2.1% | |
| Fidelity Management Trust Company | — | — | — | $684K | 1.6% | |
| Fidelity Management Trust Company | — | — | — | $667K | 1.6% | |
| Fidelity Management Trust Company | — | — | — | $583K | 1.4% | |
| Fidelity Management Trust Company | — | — | — | $576K | 1.4% | |
| Fidelity Management Trust Company | — | — | — | $536K | 1.3% | |
| Fidelity Management Trust Company | — | — | — | $531K | 1.3% | |
| Fidelity Management Trust Company | — | — | — | $488K | 1.2% | |
| Allspring Global Investments | — | — | — | $451K | 1.1% | |
| Fidelity Management Trust Company | — | — | — | $450K | 1.1% | |
| Fidelity Management Trust Company | — | — | — | $379K | 0.9% | |
| Fidelity Management Trust Company | — | — | — | $371K | 0.9% | |
| Participant loans | — | — | — | $308K | 0.7% | |
| Fidelity Management Trust Company | — | — | — | $306K | 0.7% | |
| Fidelity Management Trust Company | — | — | — | $290K | 0.7% | |
| Eaton Vance Management | — | — | — | $283K | 0.7% | |
| Fidelity Management Trust Company | — | — | — | $279K | 0.7% | |
| Fidelity Management Trust Company | — | — | — | $279K | 0.7% | |
| Fidelity Management Trust Company | — | — | — | $275K | 0.7% | |
| Fidelity Management Trust Company | — | — | — | $233K | 0.6% | |
| Fidelity Management Trust Company | — | — | — | $202K | 0.5% | |
| Fidelity Management Trust Company | — | — | — | $175K | 0.4% | |
| Fidelity Management Trust Company | — | — | — | $174K | 0.4% | |
| Goldman Sachs Trust | — | — | — | $74K | 0.2% | |
| Fidelity Management Trust Company | — | — | — | $64K | 0.2% | |
| Principal Financial Group | — | — | — | $55K | 0.1% | |
| Vanguard Group | — | — | — | $53K | 0.1% | |
| Thornburg Investment Management | — | — | — | $7K | <0.1% | |
| Fidelity Management Trust Company | — | — | — | $2K | <0.1% |
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