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Original filing (PDF)20251014205522NAL0007463026001
USIM
Form 5500
FILING_RECEIVED
US INTERNATIONAL MEDIA 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
123
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
20 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USIM.
Plan sponsor
Name
USIM
EIN
20-0244617
Address
3415 S SEPULVEDA BLVD SUITE 800 · LOS ANGELES, CA · 90034
Phone
(310) 482-6700
Industry
Information / Tech / Mediasee 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
2025-10-14
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LSL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS L | — | IRVINE, CA | INVESTMENT ADVISOR | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
16 direct securities · 20 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.
Common Collective Trust
$7.8M
20 holdings
Uncategorized
$6.3M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.6M | 11.4% | |
| Fidelity Investments 500 Index Fund | — | — | — | $1.4M | 10.3% | |
| Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | — | — | — | $1.2M | 8.8% | |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.2M | 8.2% | |
| JP Morgan Large Cap Growth | — | — | — | $1.1M | 8.0% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $841K | 6.0% | |
| GREAT GRAY T. ROWE PRICE RET 2045 R GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $771K | 5.5% | |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $667K | 4.7% | |
| Fidelity Investments International Index Fund | — | — | — | $589K | 4.2% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $559K | 4.0% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $410K | 2.9% | |
| Charles Schwab Sdb Securities | — | — | — | $360K | 2.6% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $327K | 2.3% | |
| GREAT GRAY T. ROWE PRICE RET 2030 R GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $304K | 2.2% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $303K | 2.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $300K | 2.1% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $250K | 1.8% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $184K | 1.3% | |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $157K | 1.1% | |
| BlackRock High Yield Bond Blackrock K | — | — | — | $156K | 1.1% | |
| LARGE CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $154K | 1.1% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $147K | 1.0% | |
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $140K | 1.0% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $139K | 1.0% | |
| Notes receivable from participants Interest Rates - 4.25% to 9.50% - | — | — | — | $121K | 0.9% | |
| Invesco Small Cap Growth R6 | — | — | — | $108K | 0.8% | |
| PIMCO Real Return Institutional | — | — | — | $98K | 0.7% | |
| GREAT GRAY T. ROWE PRICE RET 2015 T GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $98K | 0.7% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $84K | 0.6% | |
| PIMCO International Bond Fund | — | — | — | $83K | 0.6% | |
| PIMCO Income Fund Institutional | — | — | — | $49K | 0.4% | |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $40K | 0.3% | |
| GREAT GRAY T. ROWE PRICE RET 2005 T GREAT GRAY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $25K | 0.2% | |
| Victory Funds Victory Sycamore Small Company Opportunity | — | — | — | $17K | 0.1% | |
| GREAT GRAY T. ROWE PRICE RET 2010 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $15K | 0.1% | |
| Principal Funds Principal Real Estate Securities | — | — | — | $11K | <0.1% |
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