Mark Kammenzind signed Best Version Media, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Best Version Media, LLC's EIN is 20-8449037.
Download the official 2024 Form 5500 (PDF) for Best Version Media, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Best Version Media, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS LLC | 59-3331424 | — | ADVISOR | $44K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2055 K | Other securities | — | — | $2.0M | 15.5% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $1.7M | 13.0% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $1.4M | 10.6% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $977K | 7.6% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $913K | 7.1% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $812K | 6.3% | |
| JPMorgan US Research Enhanced Equity Fund R6 | Other securities | — | — | $647K | 5.0% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $557K | 4.3% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $468K | 3.6% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $337K | 2.6% | |
| Dodge & Cox Dodge & Cox Stock | Mutual Funds | — | — | $330K | 2.6% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $311K | 2.4% | |
| Natixis Funds Loomis Sayles Core Plus Bond Fund N | Other securities | — | — | $295K | 2.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $285K | 2.2% | |
| Vanguard Total International Index Fund Admiral | Common Collective Trusts | — | — | $282K | 2.2% | |
| BlackRock LifePath Index Retirement Fund K | Other securities | — | — | $237K | 1.8% | |
| Oakmark International Fund Inst | Other securities | — | — | $192K | 1.5% | |
| TCW Metwest Total Return Bond Fund Class I | Other securities | — | — | $163K | 1.3% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $162K | 1.3% | |
| American Beacon American Funds New World Fund | Mutual Funds | — | — | $152K | 1.2% | |
| Lord Abbett Lord Abbett High Yield Fund R6 | Mutual Funds | — | — | $146K | 1.1% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $144K | 1.1% | |
| Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.25 percent - | Other securities | — | — | $80K | 0.6% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $53K | 0.4% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
