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Original filing (PDF)20251014081404NAL0001113299001

WNET AND SUBSIDIARIES

Form 5500
FILING_RECEIVED
TAX DEFERRED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
26% in single holding
Active participants
364
Accounts w/ balance
620
Plan assets (EOY)
$167.3M
Net assets (EOY)
$167.3M
How this plan invests
This plan
31 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
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "( a ) ( b ) ( c ) ( d ) ( e ) * FID CONTRAFUND K Mutual Fund" is 26% of plan.
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 WNET AND SUBSIDIARIES.
Plan sponsor
Name
WNET AND SUBSIDIARIES
EIN
26-2810489
Address
825 8TH AVENUE · NEW YORK, NY · 10019
Phone
(212) 560-1335
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
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER-$198K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
STRATEGIC ADVISORS, INC.04-2654524ADVISOR$18K

Investments

31 direct securities· $166.5M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
( a ) ( b ) ( c ) ( d ) ( e ) * FID CONTRAFUND K Mutual Fund$44.1M26.3%
FID FREEDOM 2030 K Mutual Fund$14.1M8.4%
METLIFE FIXED-OLD Guaranteed Annuity Contract$14.0M8.4%
FID FREEDOM 2025 K Mutual Fund$11.2M6.7%
FID 500 INDEX Mutual Fund$10.6M6.3%
FID FREEDOM 2040 K Mutual Fund$10.3M6.1%
FID FREEDOM 2035 K Mutual Fund$10.2M6.1%
FID FREEDOM 2020 K Mutual Fund$8.9M5.3%
MFS MID CAP VALUE R6 Mutual Fund$7.5M4.5%
FID FREEDOM 2045 K Mutual Fund$4.2M2.5%
FID FREEDOM 2050 K Mutual Fund$3.9M2.3%
FID TOTAL BOND Mutual Fund$3.5M2.1%
EXTERNAL FUND Mutual Fund$2.9M1.7%
FID FREEDOM 2015 K Mutual Fund$2.9M1.7%
FID INTL INDEX Mutual Fund$2.8M1.7%
FID FREEDOM 2055 K Mutual Fund$2.6M1.6%
MFS VALUE R6 Mutual Fund$2.2M1.3%
MFS MID CAP GRTH R6 Mutual Fund$1.7M1.0%
FID EXTD MKT IDX Mutual Fund$1.5M0.9%
BROKERAGELINK FIDELITY FUND Mutual Fund$1.4M0.8%
FID US BOND IDX Mutual Fund$1.3M0.8%
FID FREEDOM INC K Mutual Fund$1.2M0.7%
FID FREEDOM 2010 K Mutual Fund$817K0.5%
FID FREEDOM 2060 K Mutual Fund$790K0.5%
AF EUROPAC GROWTH R6 Mutual Fund$635K0.4%
PIF SMCP GRTH I R6 Mutual Fund$502K0.3%
ABF SM CAP VALUE R6 Mutual Fund$417K0.2%
FID FREEDOM 2065 K Mutual Fund$236K0.1%
METLIFE FIXED-NEW Guaranteed Annuity Contract$60K<0.1%
FID GOVT MMKT Mutual Fund$35K<0.1%
MET POLICY CREDIT Guaranteed Annuity Contract$6K<0.1%

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