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Original filing (PDF)20251014181616NAL0004767248001
BROADCASTMED, INC.
Form 5500
FILING_RECEIVED
BROADCASTMED 401(K) PLAN
401(k) retirement plan
Active participants
239
Accounts w/ balance
321
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROADCASTMED, INC..
Plan sponsor
Name
BROADCASTMED, INC.
EIN
06-1401536
Address
195 FARMINGTON AVE. · STE 220 · FARMINGTON, CT · 06032
Phone
(860) 760-4209
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | — | FARMINGTON, CT | CONTRACT ADMIN | $3K | — |
Investments
26 direct securities · 1 pooled fund· $31.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$15.9M
26 holdings
Pooled Separate Account
$15.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FUTURE SERIES ACCT II OF GRT WEST GREAT WEST · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $15.7M | 98.6% | |
| Fidelity 500 Index Fund | — | — | — | $2.1M | 13.4% | |
| American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $2.0M | 12.5% | |
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $1.8M | 11.3% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $1.7M | 10.6% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $1.6M | 10.3% | |
| American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $1.2M | 7.5% | |
| American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $1.0M | 6.4% | |
| American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $817K | 5.1% | |
| Empower Investments Fixed Account - Series Class I | — | — | — | $678K | 4.3% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $663K | 4.2% | |
| JP Morgan U.S. Value Fund R6 | — | — | — | $345K | 2.2% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $337K | 2.1% | |
| MFS Growth Fund R6 | — | — | — | $317K | 2.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $303K | 1.9% | |
| American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $217K | 1.4% | |
| iShares Russell Small/Mid Cap Index Fund K | — | — | — | $165K | 1.0% | |
| Participant Loans through November 2034, collateralized by participant account balances | — | — | — | $135K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $110K | 0.7% | |
| American Funds New World Fund R6 | — | — | — | $60K | 0.4% | |
| MFS International Growth Fund R6 | — | — | — | $56K | 0.4% | |
| Fidelity International Index Fund | — | — | — | $45K | 0.3% | |
| PIMCO Income Institutional Bond Fund | — | — | — | $42K | 0.3% | |
| DFA Real Estate Securities Fund I | — | — | — | $39K | 0.2% | |
| PGIM High Yield Fund R6 | — | — | — | $28K | 0.2% | |
| PGIM Total Return Bond Fund R6 | — | — | — | $25K | 0.2% | |
| American Funds Small Cap World Fund R6 | — | — | — | $25K | 0.2% |
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