Original filing (PDF)20251015142210NAL0009703522001

ALM MEDIA, LLC

Name: ALM MEDIA, LLC — ALM MEDIA, LLC PENSION PLAN, Form 5500 (2024)
Creator: ALM MEDIA, LLC

Form 5500

FILING_RECEIVED

ALM MEDIA, LLC PENSION PLAN

Defined-benefit pension plan

Signals · 2

36% in single holding~123 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

How this plan invests

This plan

4 pooled trusts

Schedule D

10 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "Principal Intermediate Duration Separate Account - Z Pooled separate account" is 36% of plan.
123 bps in Schedule C fees — 137% above peer band of 52 bps.
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALM MEDIA, LLC.

Plan sponsor

Name

ALM MEDIA, LLC

EIN

13-3273851

Address

150 EAST 42ND STREET · MEZZANINE LEVEL · NEW YORK, NY · 10017

Phone

(212) 457-9400

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDG-CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES	13-2638166	—	INVESTMENT ADVISORY	$30K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$64K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BDG-CPAS	22-2625944	—	ACCOUNTANT	$18K	—

Investments

9 direct securities · 4 pooled funds· $14.1M(100% of reported assets)

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.

Uncategorized

$7.2M

9 holdings

Pooled Separate Account

$6.9M

4 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Principal Intermediate Duration Separate Account - Z Pooled separate account	—	—	$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	—	—	$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	—	—	$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	—	—	$559K	$518K	5.7%
T. Rowe Price Blue Chip Growth Fund Mutual fund	—	—	$485K	$515K	5.6%
MFS Value Fund Class R6 Mutual fund	—	—	$478K	$438K	4.8%
New World Fund Mutual fund	—	—	$337K	$308K	3.4%
Undiscovered Managers Behavioral Value Fund - Class R6 Mutual fund	—	—	$227K	$231K	2.5%
MFS Mid Cap Growth Fund - Class R6 Mutual fund	—	—	$238K	$224K	2.5%