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Original filing (PDF)20251007104615NAL0002594355001
CPX INTERACTIVE DBA DIGITAL REMEDY
Form 5500
FILING_RECEIVED
DIGITAL REMEDY 401K PLAN
Defined-contribution retirement plan
Signals · 1
6 service providers
Active participants
106
Accounts w/ balance
181
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CPX INTERACTIVE DBA DIGITAL REMEDY.
Plan sponsor
Name
CPX INTERACTIVE DBA DIGITAL REMEDY
EIN
20-3664765
Address
1441 BROADWAY, FLOOR 32 · NEW YORK, NY · 10018
Phone
(646) 863-8309
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HBK CPAS & CONSULTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTION | 13-3689044 | — | RECORDKEEPER | $18K | — |
| ALLIANT INSURANCE SERVICES INC | 33-0785439 | — | RECORDKEEPER | $4K | — |
| FJC & ASSOCIATES, INC. | 06-1086115 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | INVESTMENT ADVISORY | $25K | — |
| EQUITABLE ADVISORS LLC | 13-4078005 | — | INVESTMENT ADVISORY | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILL BARTH & KING LLC | 34-1897225 | — | AUDIT | $16K | — |
Investments
31 direct securities· $14.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv Mutual Funds | — | — | — | $2.6M | 19.2% | |
| Vanguard Target Retirement 2050 Inv Mutual Funds | — | — | — | $2.0M | 15.0% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | — | — | — | $1.1M | 8.5% | |
| BlackRock Equity Dividend Instl Mutual Funds | — | — | — | $1.0M | 7.5% | |
| AB Large Cap Growth Z Mutual Funds | — | — | — | $888K | 6.6% | |
| Vanguard 500 Index Adm Mutual Funds | — | — | — | $826K | 6.2% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | — | — | — | $776K | 5.8% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | — | — | — | $651K | 4.9% | |
| GLOBAL EMG MKT. MUTUAL FUNDS | — | — | — | $594K | 4.4% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $594K | 4.4% | |
| Transamerica Stable Value Option Fund Group Annuity Contract | — | — | — | $580K | 4.3% | |
| TRANSAMERICA STABLE VALUE OPTI GROUP ANNUITY CONTRACT | — | — | — | $560K | 4.2% | |
| Vanguard Target Retirement 2035 Inv Mutual Funds | — | — | — | $503K | 3.8% | |
| MFS International Growth R6 Mutual Funds | — | — | — | $260K | 1.9% | |
| Vanguard Target Retirement 2065 Inv Mutual Funds | — | — | — | $179K | 1.3% | |
| Vanguard Mid Cap Index Adm Mutual Funds | — | — | — | $157K | 1.2% | |
| Vanguard Small Cap Index Adm Mutual Funds | — | — | — | $142K | 1.1% | |
| Vanguard Dvlp Mrkts Indx Adm Mutual Funds | — | — | — | $109K | 0.8% | |
| American Century Mid Cap Value R6 Mutual Funds | — | — | — | $82K | 0.6% | |
| Vanguard Target Retirement 2070 Inv Mutual Funds | — | — | — | $64K | 0.5% | |
| DFA Real Estate Securities I Mutual Funds | — | — | — | $59K | 0.4% | |
| American Century Small Cap Growth R6 Mutual Funds | — | — | — | $55K | 0.4% | |
| BlackRock High Yield Bond K Mutual Funds | — | — | — | $35K | 0.3% | |
| Vanguard Target Retirement 2020 Inv Mutual Funds | — | — | — | $34K | 0.3% | |
| Vanguard Target Retirement 2030 Inv Mutual Funds | — | — | — | $33K | 0.2% | |
| Vanguard Target Retirement 2025 Inv Mutual Funds | — | — | — | $32K | 0.2% | |
| DFA US Targeted Value I Mutual Funds | — | — | — | $31K | 0.2% | |
| Notes receivable from participants, interest rates 9.25% to 9.50% - | — | — | — | $20K | 0.2% | |
| American Funds Capital World Bond R6 Mutual Funds | — | — | — | $17K | 0.1% | |
| Invesco Discovery Mid Cap Growth R6 Mutual Funds | — | — | — | $14K | 0.1% | |
| (Continued) Retirement Income Inv Mutual Funds | — | — | — | $11K | <0.1% |
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