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Original filing (PDF)20250826155822NAL0004533155001
INTERACTIVE ADVERTISING BUREAU, INC.
Form 5500
FILING_RECEIVED
INTERACTIVE ADVERTISING BUREAU, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
141
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERACTIVE ADVERTISING BUREAU, INC..
Plan sponsor
Name
INTERACTIVE ADVERTISING BUREAU, INC.
EIN
13-3900517
Address
116 E 27TH STREET · 7TH FLOOR · NEW YORK, NY · 100168942
Phone
(212) 380-4700
Industry
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
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
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 | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $9K | — |
Investments
29 direct securities· $13.7M(99% of reported assets)
Uncategorized
$11.9M
28 holdings
Mutual Funds
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 IPR | — | — | $92K | $2.1M | 15.6% | |
| S SHARES / UNITS * Fidelity Freedom Index 2030 IPR | Mutual Funds | — | $88K | $1.8M | 12.9% | |
| Fidelity Freedom Index 2050 IPR | — | — | $60K | $1.6M | 11.3% | |
| Fidelity Freedom Index 2045 IPR | — | — | $55K | $1.4M | 10.4% | |
| Fidelity 500 Index Fund | — | — | $5K | $1.1M | 7.9% | |
| Fidelity Freedom Index 2040 IPR | — | — | $43K | $1.1M | 7.7% | |
| Fidelity Freedom Index 2055 IPR | — | — | $44K | $940K | 6.8% | |
| Fidelity Freedom Index 2025 IPR | — | — | $44K | $822K | 6.0% | |
| AB Large Cap Growth Fund | — | — | $4K | $473K | 3.4% | |
| MONEY MARKET FUND * Fidelity Government Money Market Fund K6 | — | — | $449K | $449K | 3.3% | |
| Fidelity Freedom Index 2060 IPR | — | — | $18K | $322K | 2.3% | |
| Janus Henderson Triton Fund | — | — | $11K | $281K | 2.0% | |
| American Funds American Mutual Fund | — | — | $4K | $209K | 1.5% | |
| Vanguard International Growth Adm | — | — | $2K | $188K | 1.4% | |
| Allspring Special Small Cap Value Fund | — | — | $4K | $174K | 1.3% | |
| BlackRock Technology Opportunities Fund | — | — | $2K | $157K | 1.1% | |
| Fidelity Freedom Index 2065 IPR | — | — | $7K | $105K | 0.8% | |
| Western Asset Core Bond Fund | — | — | $10K | $103K | 0.7% | |
| MFS Mid Cap Growth Fund | — | — | $3K | $79K | 0.6% | |
| Cohen & Steers Realty Shares Fund | — | — | $1K | $79K | 0.6% | |
| Fidelity Mid Cap Index Fund | — | — | $2K | $71K | 0.5% | |
| Virtus Ceredex Mid-Cap Value Equity Fund | — | — | $6K | $70K | 0.5% | |
| Fidelity Select Health Care Portfolio | — | — | $1K | $28K | 0.2% | |
| Fidelity Small Cap Index Fund 928 | — | — | — | $26K | 0.2% | |
| Fidelity Freedom Index Income IPR | — | — | $2K | $23K | 0.2% | |
| Fidelity Freedom Index 2020 IPR | — | — | $1K | $16K | 0.1% | |
| Eaton Vance Income Fund of Boston | — | — | $2K | $10K | <0.1% | |
| Fidelity Government Income Fund 27 245 Vanguard International Value Fund 46 | — | — | — | $2K | <0.1% | |
| Pioneer Short Term Income Fund 170 | — | — | — | $2K | <0.1% |