Back to filter
Original filing (PDF)20250729094338NAL0007010034001
CLARITY MEDIA GROUP, INC.
Form 5500
FILING_RECEIVED
CLARITY MEDIA GROUP 401(K) PLAN
401(k) retirement plan
Active participants
277
Accounts w/ balance
234
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
9 pooled trusts
Schedule D
25 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 CLARITY MEDIA GROUP, INC..
Plan sponsor
Name
CLARITY MEDIA GROUP, INC.
EIN
20-1452563
Address
555 17TH STREET SUITE 425 · DENVER, CO · 80202
Phone
(303) 299-1416
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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $23K | — |
Investments
16 direct securities · 9 pooled funds· $19.1M(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
$15.1M
16 holdings
Common Collective Trust
$4.1M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $4.6M | 24.0% | |
| JPMorgan Large Cap Growth R6 Mutual fund | — | — | — | $1.7M | 8.8% | |
| Putnam Large Cap Value R6 Mutual fund | — | — | — | $1.2M | 6.2% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | — | — | — | $1.2M | 6.1% | |
| American Funds Europacific Gr R6 Mutual fund | — | — | — | $1.1M | 5.7% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | — | — | — | $963K | 5.0% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $838K | 4.4% | |
| Blackrock Mid-Cap Growth Equity K Mutual fund | — | — | — | $805K | 4.2% | |
| PUTNAM RETIREMENT ADVANTAGE TR MAT PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $750K | 3.9% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $709K | 3.7% | |
| Vanguard Extended Market Idx Adm Mutual fund | — | — | — | $659K | 3.4% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $543K | 2.8% | |
| Pioneer Bond K Mutual fund | — | — | — | $524K | 2.7% | |
| Guaranteed Portfolio Fund Guaranteed investment contract | — | — | — | $513K | 2.7% | |
| Empower Securefoundation Balanced Svc Mutual fund | — | — | — | $479K | 2.5% | |
| Mfs Mid Cap Value R6 Mutual fund | — | — | — | $479K | 2.5% | |
| T. Rowe Price Spectrum Income Mutual fund | — | — | — | $454K | 2.4% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $433K | 2.3% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $356K | 1.9% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $264K | 1.4% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $215K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $207K | 1.1% | |
| 2032 and collateralized by the participant's account balance. - | — | — | — | $143K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $94K | 0.5% | |
| Vanguard Star Mutual fund | — | — | — | $9K | <0.1% |