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Original filing (PDF)20251014134246NAL0006226050001
ADVICE MEDIA, LLC
Form 5500
FILING_RECEIVED
ADVICE MEDIA 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
75
Accounts w/ balance
90
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s Vanguard Vanguard Total Stock Mkt Idx Adm" is 42% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVICE MEDIA, LLC.
Plan sponsor
Name
ADVICE MEDIA, LLC
EIN
26-1858717
Address
1850 W ASHTON BLVD · SUITE 500 · LEHI, UT · 84043
Phone
(435) 575-7470
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-14
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
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $15K | — |
Investments
13 direct securities· $2.7M(100% of reported assets)
Uncategorized
$1.6M
12 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Mutual Funds | — | — | $1.1M | 41.6% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $653K | 24.1% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $339K | 12.5% | |
| Vanguard Real Estate Index Admiral | — | — | — | $191K | 7.1% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $152K | 5.6% | |
| Vanguard Growth Index Admiral | — | — | — | $121K | 4.5% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | — | — | — | $38K | 1.4% | |
| Vanguard 500 Index Admiral | — | — | — | $20K | 0.7% | |
| Vanguard Value Index Adm | — | — | — | $15K | 0.5% | |
| Vanguard Small Cap Index Adm | — | — | — | $12K | 0.5% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $12K | 0.5% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $11K | 0.4% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $2K | <0.1% |
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