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Original filing (PDF)20251015123700NAL0004553953001
HARTMAN NEWSPAPERS, L.P.
Form 5500
FILING_RECEIVED
HARTMAN NEWSPAPERS, L.P. 401K PS PLAN
401(k) retirement plan
Signals · 3
30% in single holdingNo recordkeeper disclosed6 service providers
Active participants
123
Accounts w/ balance
83
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
12 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
85
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: PUTSTABVAL (no filing on disk)]" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARTMAN NEWSPAPERS, L.P..
Plan sponsor
Name
HARTMAN NEWSPAPERS, L.P.
EIN
20-3026608
Address
1914 FOURTH STREET · ROSENBERG, TX · 77471
Phone
(281) 342-8691
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
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
HARPER PEARSON COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANZ FUNDS | — | — | FUND COMPANY | $0 | — |
| AMERICAN FUNDS | — | — | FUND COMPANY | $0 | — |
| BLACKROCK FUNDS | — | — | — | $0 | — |
| MFS FUNDS | — | — | FUND COMPANY | $0 | — |
| OPPENHEIMER FUNDS | — | — | FUND COMPANY | $0 | — |
| PRUDENTIAL | — | — | FUND COMPANY | $0 | — |
Investments
12 pooled funds· $7.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTSTABVAL ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $2.3M | 29.6% | |
| GROWFUNDMR4 ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $1.5M | 19.5% | |
| WASH MUTR4 ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $1.1M | 14.2% | |
| INCMFDAMR4 ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $649K | 8.5% | |
| MFSRETR ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $552K | 7.2% | |
| BRCORA ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $455K | 6.0% | |
| PIMCO TOTAL RTN FUND ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $407K | 5.3% | |
| COLDIVINCA ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $347K | 4.5% | |
| EURPACGRR4 ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $302K | 3.9% | |
| MFSINTDIVE ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $52K | 0.7% | |
| NEW WRLDR4 ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $28K | 0.4% | |
| FUNDINVESR4 ASCENSUS · EIN 45-0404698 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% |