How big is J2 Interactive, LLC's plan?

J2 Interactive, LLC's plan reported $41.8M in assets and 220 participants for 2024.

Original filing (PDF)20250827105637NAL0004984563001

J2 Interactive, LLC

Name: J2 Interactive, LLC — J2 Interactive, LLC 401(k), Form 5500 (2024)
Creator: J2 Interactive, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

J2 Interactive, LLC 401(k) Plan

401(k) retirement plan · J2 Interactive, LLC's J2 Interactive, LLC 401(k) Plan held $41.8M in plan assets for 220 participants in 2024, with Fidelity as recordkeeper.

Active participants

220

Accounts w/ balance

273

Plan assets (EOY)

$41.8M

Net assets (EOY)

$41.8M

Plan identifiers

J2 Interactive, LLC's EIN is 04-3568729.

EIN 04-3568729

Plan number 001

Plan year 2024

ACK ID 20250827105637NAL0004984563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J2 Interactive, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J2 Interactive, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J2 INTERACTIVE, LLC.

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (90th percentile).

Plan sponsor

Name

J2 INTERACTIVE, LLC

EIN

all filings

Address

2 THIRTEENTH STREET · CHARLESTOWN, MA · 02129

Phone

(866) 658-8800

Industry

Custom Computer Programming· Professional & Technical Services

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	ADVISOR	$20K	—
STRATEGIC ADVISORS, INC.

Investments

42 direct securities· $41.7M(100% of reported assets)

Mutual Funds

$38.2M

35 holdings

Other securities

$3.2M

5 holdings

Participant loans

$308K

1 holding

Common Stocks

$55K

1 holding

					% of plan
Fidelity Management Trust Company	Mutual Funds	—	—	$7.7M	18.4%
Fidelity Management Trust Company	Mutual Funds	—	—	$6.3M	15.2%
Fidelity Management Trust Company	Mutual Funds	—	—	$2.6M	6.3%
Fidelity Management Trust Company	Mutual Funds	—	—	$2.6M	6.3%
Parnassus Funds	Other securities	—	—	$2.4M	5.6%
Fidelity Management Trust Company	Mutual Funds	—	—	$1.8M	4.4%
Fidelity Management Trust Company	Mutual Funds	—	—	$1.6M	3.9%
Fidelity Management Trust Company	Mutual Funds	—	—	$1.6M	3.8%
Fidelity Management Trust Company	Mutual Funds	—	—	$1.2M	2.8%
Fidelity Management Trust Company	Mutual Funds	—	—	$1.1M	2.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$1.1M	2.6%
Fidelity Management Trust Company	Mutual Funds	—	—	$988K	2.4%
Janus Investment Fund	Mutual Funds	—	—	$940K	2.2%
Fidelity Management Trust Company	Mutual Funds	—	—	$867K	2.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$684K	1.6%
Fidelity Management Trust Company	Mutual Funds	—	—	$667K	1.6%
Fidelity Management Trust Company	Mutual Funds	—	—	$583K	1.4%
Fidelity Management Trust Company	Mutual Funds	—	—	$576K	1.4%
Fidelity Management Trust Company	Mutual Funds	—	—	$536K	1.3%
Fidelity Management Trust Company	Mutual Funds	—	—	$531K	1.3%
Fidelity Management Trust Company	Mutual Funds	—	—	$488K	1.2%
Allspring Global Investments	Other securities	—	—	$451K	1.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$450K	1.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$379K	0.9%
Fidelity Management Trust Company	Mutual Funds	—	—	$371K	0.9%
Participant loans	Participant loans	—	—	$308K	0.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$306K	0.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$290K	0.7%
Eaton Vance Management	Other securities	—	—	$283K	0.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$279K	0.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$279K	0.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$275K	0.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$233K	0.6%
Fidelity Management Trust Company	Mutual Funds	—	—	$202K	0.5%
Fidelity Management Trust Company	Mutual Funds	—	—	$175K	0.4%
Fidelity Management Trust Company	Mutual Funds	—	—	$174K	0.4%
Goldman Sachs Trust	Other securities	—	—	$74K	0.2%
Fidelity Management Trust Company	Mutual Funds	—	—	$64K	0.2%
Principal Financial Group	Common Stocks	—	—	$55K	0.1%
Vanguard Group	Mutual Funds	—	—	$53K	0.1%
Thornburg Investment Management	Other securities	—	—	$7K	<0.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$2K	<0.1%