Back to filter
Original filing (PDF)20251209154331NAL0003660609001
TEXAS TRIBUNE, INC
Form 5500
FILING_RECEIVED
TEXAS TRIBUNE 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.8 mo26% in single holding
Active participants
79
Accounts w/ balance
116
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
97
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
- Top holding "Vanguard Total Stock Market ETF Exchange-traded fund" is 26% of plan.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS TRIBUNE, INC.
Plan sponsor
Name
TEXAS TRIBUNE, INC
EIN
26-4527097
Address
919 CONGRESS AVE · 6TH FLOOR · AUSTIN, TX · 78701
Phone
—
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
2025-12-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
MAXWELL LOCKE & RITTER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | — | RECORDKEEPER | $8K | — |
Investments
28 direct securities· $4.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Exchange-traded fund | — | — | — | $1.1M | 26.2% | |
| Vanguard FTSE Developed Markets ETF Exchange-traded fund | — | — | — | $934K | 21.9% | |
| SPDR Portfolio S&P 500 ETF Exchange-traded fund | — | — | — | $642K | 15.0% | |
| iShares Core Total U.S. Bond Market ETF Exchange-traded fund | — | — | — | $407K | 9.5% | |
| Vanguard FTSE Emerging Markets ETF Exchange-traded fund | — | — | — | $333K | 7.8% | |
| SPDR Portfolio S&P 400 Mid Cap ETF Exchange-traded fund | — | — | — | $241K | 5.7% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange-traded fund | — | — | — | $183K | 4.3% | |
| Vanguard Total International Bond ETF Exchange-traded fund | — | — | — | $88K | 2.1% | |
| iShares Emerging Markets USD Bond ETF Exchange-traded fund | — | — | — | $82K | 1.9% | |
| iShares MSCI ACWI Low Carbon Target ETF Exchange-traded fund | — | — | — | $42K | 1.0% | |
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Exchange-traded fund | — | — | — | $37K | 0.9% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF Exchange-traded fund | — | — | — | $17K | 0.4% | |
| iShares 0-5 Year TIPS Bond ETF Exchange-traded fund | — | — | — | $13K | 0.3% | |
| SPDR MSCI EAFE Fossil Fuel Free ETF Exchange-traded fund | — | — | — | $11K | 0.3% | |
| Schwab U.S. Mid-Cap ETF Exchange-traded fund ** 4 * Participant Loans Interest rates: 9.00% - 9.50% -0- | — | — | — | $10K | 0.2% | |
| JPMorgan Ultra-Short Income ETF Exchange-traded fund | — | — | — | $10K | 0.2% | |
| Goldman Sachs ActiveBeta International Equity ETF Exchange-traded fund | — | — | — | $10K | 0.2% | |
| iShares Trust iShares USD Green Bond ETF Exchange-traded fund | — | — | — | $8K | 0.2% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Exchange-traded fund | — | — | — | $7K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities ETF Exchange-traded fund | — | — | — | $6K | 0.1% | |
| TCW Transform 500 ETF Exchange-traded fund | — | — | — | $5K | 0.1% | |
| Goldman Sachs ActiveBeta Europe Equity ETF Exchange-traded fund | — | — | — | $5K | 0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF Exchange-traded fund | — | — | — | $5K | 0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF Exchange-traded fund | — | — | — | $4K | 0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity ETF Exchange-traded fund | — | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF Exchange-traded fund | — | — | — | $2K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF Exchange-traded fund | — | — | — | $1K | <0.1% | |
| SPDR S&P Kensho New Economies Composite ETF Exchange-traded fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using BETTERMENT FOR BUSINESS, LLC
EIGHT ELEVEN GROUP, LLC.
EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST
$96.0M · 4,241 participants
AGILE DEFENSE LLC
AGILE DEFENSE LLC 401(K) PLAN
$75.7M · 2,475 participants
WATCHGUARD TECHNOLOGIES, INC.
WATCHGUARD TECHNOLOGIES, INC. 401(K) PLAN
$64.4M · 320 participants
HARRY'S, INC.
HARRY'S, INC. 401(K) PLAN
$42.4M · 499 participants
GREENHOUSE SOFTWARE, INC.
GREENHOUSE SOFTWARE, INC. RETIREMENT SAVINGS PLAN
$38.2M · 588 participants
FRANCISCO PARTNERS MANAGEMENT, LP
FRANCISCO PARTNERS 401(K) PLAN
$36.9M · 130 participants
Similar-size Information / Tech / Media plans
CITY NEWS SERVICE INC
CITY NEWS SERVICE, INC. 401(K) RETIREMENT PLAN
$4.3M · 10 participants
PROVIDENCE PUBLIC LIBRARY
PROVIDENCE PUBLIC LIBRARY 403(B) PLAN
$4.3M · 61 participants
FADNER MEDIA ENTERPRISES, LLC
FADNER MEDIA ENTERPRISES, LLC 401(K) PLAN
$4.2M · 39 participants
BRADLEY COMMUNICATIONS CORP
BRADLEY COMMUNICATIONS CORP. 401(K) PLAN
$4.2M · 22 participants
COMPASS MARKETING INC
COMPASS MARKETING INC 401(K) PROFIT SHARING PLAN
$4.2M · 22 participants
PUSHNAMI LLC
PUSHNAMI LLC 401(K) P/S PLAN
$4.2M · 33 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants