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Original filing (PDF)20250905115812NAL0017167313001
ENCOMPASS DIGITAL MEDIA, INC.
Form 5500
FILING_RECEIVED
ENCOMPASS DIGITAL MEDIA 401(K) PLAN
401(k) retirement plan
Active participants
590
Accounts w/ balance
827
Plan assets (EOY)
$70.2M
Net assets (EOY)
$70.2M
How this plan invests
This plan
30 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
- 25 bps in Schedule C fees — 54% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENCOMPASS DIGITAL MEDIA, INC..
Plan sponsor
Name
ENCOMPASS DIGITAL MEDIA, INC.
EIN
26-1772957
Address
3845 PLEASANTDALE ROAD · ATLANTA, GA · 30340
Phone
(678) 421-6600
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
2025-09-05
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SEAY & WEISSINGER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $123K | — |
Investments
30 direct securities· $70.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Growth Opportunities Fund Registered Investment Company | — | — | — | $12.0M | 17.1% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $8.9M | 12.7% | |
| Fidelity Freedom Index 2045 Fund Registered Investment Company | — | — | — | $5.5M | 7.8% | |
| Fidelity Freedom Index 2040 Fund Registered Investment Company | — | — | — | $5.0M | 7.2% | |
| Fidelity Freedom Index 2035 Fund Registered Investment Company | — | — | — | $4.8M | 6.8% | |
| Fidelity Freedom Index 2030 Fund Registered Investment Company | — | — | — | $4.3M | 6.2% | |
| Fidelity Freedom Index 2025 Fund Registered Investment Company | — | — | — | $3.2M | 4.6% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $2.8M | 3.9% | |
| Fidelity Freedom Index 2050 Fund Registered Investment Company | — | — | — | $2.6M | 3.7% | |
| Lord Abbett Bond Debenture Fund Registered Investment Company | — | — | — | $2.3M | 3.3% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $2.1M | 3.0% | |
| American Funds Europacific Growth Fund Registered Investment Company | — | — | — | $1.6M | 2.3% | |
| Principal Mid Cap Fund Registered Investment Company | — | — | — | $1.6M | 2.3% | |
| Fidelity Freedom Index 2055 Fund Registered Investment Company | — | — | — | $1.6M | 2.3% | |
| Fidelity Freedom Index 2020 Fund Registered Investment Company | — | — | — | $1.5M | 2.2% | |
| Hartford Core Equity Fund Registered Investment Company | — | — | — | $1.4M | 2.0% | |
| Fidelity Advisor Small Cap Value Fund Registered Investment Company | — | — | — | $1.4M | 1.9% | |
| Fidelity Freedom Index 2060 Fund Registered Investment Company | — | — | — | $1.1M | 1.6% | |
| Participant Loans Interest at 4.25% to 9.50% | — | — | — | $988K | 1.4% | |
| MFS Mid Cap Growth Fund Registered Investment Company | — | — | — | $891K | 1.3% | |
| MFS Mid Cap Value Fund Registered Investment Company | — | — | — | $811K | 1.2% | |
| DWS RREEF Real Estate Securities Fund Registered Investment Company | — | — | — | $651K | 0.9% | |
| Fidelity Freedom Index 2070 Fund Registered Investment Company 837 * Fidelity U.S. Bond Index Fund Registered Investment Company | — | — | — | $633K | 0.9% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $567K | 0.8% | |
| Fidelity Freedom Index 2015 Fund Registered Investment Company | — | — | — | $520K | 0.7% | |
| Lord Abbett Bond Developing Growth Fund Registered Investment Company | — | — | — | $452K | 0.6% | |
| Invesco Developing Markets Fund Registered Investment Company | — | — | — | $408K | 0.6% | |
| Fidelity Freedom Index 2065 Fund Registered Investment Company | — | — | — | $319K | 0.5% | |
| Fidelity Freedom Index Income Fund Registered Investment Company | — | — | — | $63K | <0.1% | |
| Guardian Life Insurance Cash Value Cash Surrender Value of Life Insurance | — | — | — | $11K | <0.1% |