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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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$198K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
31 direct securities· $166.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ( a ) ( b ) ( c ) ( d ) ( e ) * FID CONTRAFUND K Mutual Fund | — | — | — | $44.1M | 26.3% | |
| FID FREEDOM 2030 K Mutual Fund | — | — | — | $14.1M | 8.4% | |
| METLIFE FIXED-OLD Guaranteed Annuity Contract | — | — | — | $14.0M | 8.4% | |
| FID FREEDOM 2025 K Mutual Fund | — | — | — | $11.2M | 6.7% | |
| FID 500 INDEX Mutual Fund | — | — | — | $10.6M | 6.3% | |
| FID FREEDOM 2040 K Mutual Fund | — | — | — | $10.3M | 6.1% | |
| FID FREEDOM 2035 K Mutual Fund | — | — | — | $10.2M | 6.1% | |
| FID FREEDOM 2020 K Mutual Fund | — | — | — | $8.9M | 5.3% | |
| MFS MID CAP VALUE R6 Mutual Fund | — | — | — | $7.5M | 4.5% | |
| FID FREEDOM 2045 K Mutual Fund | — | — | — | $4.2M | 2.5% | |
| FID FREEDOM 2050 K Mutual Fund | — | — | — | $3.9M | 2.3% | |
| FID TOTAL BOND Mutual Fund | — | — | — | $3.5M | 2.1% | |
| EXTERNAL FUND Mutual Fund | — | — | — | $2.9M | 1.7% | |
| FID FREEDOM 2015 K Mutual Fund | — | — | — | $2.9M | 1.7% | |
| FID INTL INDEX Mutual Fund | — | — | — | $2.8M | 1.7% | |
| FID FREEDOM 2055 K Mutual Fund | — | — | — | $2.6M | 1.6% | |
| MFS VALUE R6 Mutual Fund | — | — | — | $2.2M | 1.3% | |
| MFS MID CAP GRTH R6 Mutual Fund | — | — | — | $1.7M | 1.0% | |
| FID EXTD MKT IDX Mutual Fund | — | — | — | $1.5M | 0.9% | |
| BROKERAGELINK FIDELITY FUND Mutual Fund | — | — | — | $1.4M | 0.8% | |
| FID US BOND IDX Mutual Fund | — | — | — | $1.3M | 0.8% | |
| FID FREEDOM INC K Mutual Fund | — | — | — | $1.2M | 0.7% | |
| FID FREEDOM 2010 K Mutual Fund | — | — | — | $817K | 0.5% | |
| FID FREEDOM 2060 K Mutual Fund | — | — | — | $790K | 0.5% | |
| AF EUROPAC GROWTH R6 Mutual Fund | — | — | — | $635K | 0.4% | |
| PIF SMCP GRTH I R6 Mutual Fund | — | — | — | $502K | 0.3% | |
| ABF SM CAP VALUE R6 Mutual Fund | — | — | — | $417K | 0.2% | |
| FID FREEDOM 2065 K Mutual Fund | — | — | — | $236K | 0.1% | |
| 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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