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Original filing (PDF)20251011104905NAL0008468705001
BOARD OF TRUSTEES AMERICAN RADIO ASSOCIATION VACATION PLAN
Form 5500
FILING_RECEIVED
ARA VACATION PLAN
Health & welfare plan
Signals · 1
~423 bps in Sched C fees
Active participants
63
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 423 bps in Schedule C fees — 713% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES AMERICAN RADIO ASSOCIATION VACATION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES AMERICAN RADIO ASSOCIATION VACATION PLAN
EIN
13-5611786
Address
1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA · 945026594
Phone
(480) 219-2769
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
BALDWIN MOFFITT BEHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $21K | — |
| LAW OFFICE OF ED STEINBERG | 13-3052418 | — | NONE OTHER THAN CONTRACT | $12K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE OTHER THAN CONTRACT | $10K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370075 | — | NONE | $10K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.