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Original filing (PDF)20251222131240NAL0005076755001
GENNEXT MEDIA, INC.
Form 5500
FILING_RECEIVED
SUREFIRE LOCAL 401K PLAN
401(k) retirement plan
Signals · 4
Late filing · 1.2 mo32% in single holding~118 bps in Sched C feesNo recordkeeper disclosed
Active participants
142
Accounts w/ balance
238
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
95
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
- Top holding "MyCompass Ind Mod 2055 Fd R Common Collective Trust" is 32% of plan.
- 118 bps in Schedule C fees — 126% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENNEXT MEDIA, INC..
Plan sponsor
Name
GENNEXT MEDIA, INC.
EIN
26-3405573
Address
8619 WESTWOOD CENTER DRIVE · VIENNA, VA · 22182
Phone
(267) 455-4686
Industry
Software Publishers· 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
2025-12-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $30K | — |
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
Investments
24 direct securities · 1 pooled fund· $4.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.5M
24 holdings
Pooled Separate Account
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.4M | 95.7% | |
| MyCompass Ind Mod 2055 Fd R Common Collective Trust | — | — | — | $808K | 32.2% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $490K | 19.5% | |
| MyCompass Ind Mod 2045 Fd R Common Collective Trust | — | — | — | $295K | 11.7% | |
| MyCompass Ind Mod 2035 Fd R Common Collective Trust | — | — | — | $105K | 4.2% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | — | — | — | $104K | 4.1% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $87K | 3.5% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $80K | 3.2% | |
| MyCompass Ind Mod 2065 Fd R Common Collective Trust | — | — | — | $78K | 3.1% | |
| International Stock Fund I1 Common Collective Trust | — | — | — | $66K | 2.6% | |
| Fidelity Tot Intl Idx Fund Registered Investment Company | — | — | — | $64K | 2.6% | |
| party date,rate of interest, collateral, par, or maturity date AB US Lg Cp Grw CIT W Sr P1 Common Collective Trust | — | — | — | $50K | 2.0% | |
| Large Cap Value Fund I1 Common Collective Trust | — | — | — | $45K | 1.8% | |
| Balanced ESG Fund I1 Common Collective Trust | — | — | — | $41K | 1.7% | |
| MyCompass Ind Agg 2055 Fd R Common Collective Trust | — | — | — | $39K | 1.6% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | — | — | — | $29K | 1.2% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $25K | 1.0% | |
| Small Cap Value Fund I1 Common Collective Trust | — | — | — | $24K | 1.0% | |
| MyCompass Ind Cns 2055 F R Common Collective Trust | — | — | — | $23K | 0.9% | |
| Fidelity Rl Est Ind Fd Registered Investment Company | — | — | — | $19K | 0.8% | |
| MyCompass Ind Agg 2065 Fd R Common Collective Trust | — | — | — | $13K | 0.5% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | — | $9K | 0.4% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $9K | 0.4% | |
| (Held at End of Year) SUREFIRE LOCAL 401(K) PLAN EIN#26-3405573 Plan# 001 * Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $4K | 0.2% | |
| MyCompass Ind Agg Ret Fd R Common Collective Trust | — | — | — | $2K | <0.1% |
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