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Original filing (PDF)20251013205034NAL0000943075001
ADVANCE PUBLICATIONS, INC.
Form 5500
FILING_RECEIVED
ADVANCE 401(K) PLAN
401(k) retirement plan
Active participants
6,487
Accounts w/ balance
11,917
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
15 pooled trusts
Schedule D
19 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
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCE PUBLICATIONS, INC..
Plan sponsor
Name
ADVANCE PUBLICATIONS, INC.
EIN
13-5576716
Address
1 WORLD TRADE CENTER · FLOOR 44 · NEW YORK, NY · 10007
Phone
(212) 286-6900
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $448K | — |
Investments
9 direct securities · 15 pooled funds· $2.0B(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.
Common Collective Trust
$1.6B
15 holdings
Common Collective Trusts
$226.7M
1 holding
Uncategorized
$197.5M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Funds BlackRock Inst. Trust Co. LifePath Index Retirement Fund 16,612,693 | Common Collective Trusts | — | — | $226.7M | 13.6% | |
| BTC LIFEPATH RET J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4590893 / PN 001 | Common Collective Trust | — | — | $226.7M | 13.6% | |
| BTC LIFEPATH 2035 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4480429 / PN 001 | Common Collective Trust | — | — | $216.8M | 13.0% | |
| BTC LIFEPATH 2030 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4462201 / PN 001 | Common Collective Trust | — | — | $208.0M | 12.5% | |
| SS S&P 500 INDEX N STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $203.7M | 12.2% | |
| BTC LIFEPATH 2040 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4496468 / PN 001 | Common Collective Trust | — | — | $169.4M | 10.2% | |
| BTC LIFEPATH 2045 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4514357 / PN 001 | Common Collective Trust | — | — | $157.2M | 9.4% | |
| BTC LIFEPATH 2050 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4532215 / PN 001 | Common Collective Trust | — | — | $125.5M | 7.5% | |
| BTC LIFEPATH 2055 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4552063 / PN 001 | Common Collective Trust | — | — | $94.4M | 5.7% | |
| Stable Value Funds * Fidelity Investments Fidelity Managed Income Portfolio II 56,704,577 | — | — | — | $56.7M | 3.4% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $53.5M | 3.2% | |
| State Street Global Advisors Russell Small-Mid Cap Index Non- Lending Series Fund Class C | — | — | — | $48.2M | 2.9% | |
| SS RSL SMMDCP IDX C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $48.2M | 2.9% | |
| BTC LIFEPATH 2060 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4575448 / PN 001 | Common Collective Trust | — | — | $39.8M | 2.4% | |
| Self-Directed Brokerage Account * Fidelity investments Fidelity BrokerageLink | — | — | — | $35.8M | 2.2% | |
| SS US BOND INDEX C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $24.0M | 1.4% | |
| State Street Global Advisors All Cap Equity Ex-U.S. Index Fund 1,394,434 | — | — | — | $21.9M | 1.3% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $21.9M | 1.3% | |
| Shares Registered Investment Company Mutual Funds Dimensional Fund Advisors Global Equity Portfolio 624,998 | — | — | — | $21.3M | 1.3% | |
| to 8.50% - | — | — | — | $10.7M | 0.6% | |
| BTC LIFEPATH 2065 J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1944762 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.4% | |
| Fidelity Investments Fidelity Government Money Market Fund 2,630,875 | — | — | — | $2.6M | 0.2% | |
| Fidelity Investments Fidelity Institutional Money Market Government 246,873 | — | — | — | $247K | <0.1% | |
| BTC LIFEPATH 2025 J BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-4453340 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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