Margo Deangelo signed ALM Media, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALM Media, LLC's EIN is 13-3273851.
Download the official 2024 Form 5500 (PDF) for ALM Media, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALM Media, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISORY | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Intermediate Duration Separate Account - Z Pooled separate account | Pooled Separate Accounts | — | $3.5M | $3.3M | 35.9% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $3.3M | 35.9% | |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $2.5M | $1.9M | 21.1% | |
| Principal Short Duration Separate Account - Z Pooled separate account | Pooled Separate Accounts | — | $922K | $964K | 10.5% | |
| PRIN LDI SHORT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | — | — | $964K | 10.5% | |
| Principal Extended Duration Separate Account - Z Pooled separate account | Pooled Separate Accounts | — | $1.3M | $727K | 8.0% | |
| PRIN LDI EXT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 129 | Pooled Separate Account | — | — | $727K | 8.0% | |
| MFS International Diversification Fund Mutual fund | Mutual Funds | — | $559K | $518K | 5.7% | |
| T. Rowe Price Blue Chip Growth Fund Mutual fund | Other securities | — | $485K | $515K | 5.6% | |
| MFS Value Fund Class R6 Mutual fund | Mutual Funds | — | $478K | $438K | 4.8% | |
| New World Fund Mutual fund | Other securities | — | $337K | $308K | 3.4% | |
| Undiscovered Managers Behavioral Value Fund - Class R6 Mutual fund | Other securities | — | $227K | $231K | 2.5% | |
| MFS Mid Cap Growth Fund - Class R6 Mutual fund | Mutual Funds | — | $238K | $224K | 2.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDG-CPAS | 22-2625944 | — | ACCOUNTANT | $18K | — |
