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Original filing (PDF)20251001135011NAL0013315121001
BULLY PULPIT INTERACTIVE, LLC
Form 5500
FILING_RECEIVED
BULLY PULPIT INTERACTIVE, LLC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
184
Accounts w/ balance
232
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
1 pooled trust
Schedule D
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BULLY PULPIT INTERACTIVE, LLC.
Plan sponsor
Name
BULLY PULPIT INTERACTIVE, LLC
EIN
27-0860668
Address
1445 NEW YORK AVENUE NW · WASHINGTON, DC · 20005
Phone
(410) 978-8051
Industry
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
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $8K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | SERVICE PROVIDER | $5K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $4K | — |
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | SERVICE PROVIDER | $0 | — |
| TRIBRIDGE PARTNERS FINANCIAL LL | 99-1321623 | — | SERVICE PROVIDER | $0 | — |
Investments
38 direct securities · 1 pooled fund· $33.4M(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
$17.4M
38 holdings
Pooled Separate Account
$16.0M
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 | — | — | $16.0M | 99.5% | |
| Voya RIAC MyCompass American Funds 2050 T Date R6 | — | — | — | $3.6M | 22.5% | |
| MyCompass Amer Fds 2055 Fd R Common Collective Trust | — | — | — | $2.7M | 17.0% | |
| Voya RIAC Vanguard 500 Index Fund Adm | — | — | — | $2.1M | 13.0% | |
| MyCompass Amer Fds 2060 Fd R Common Collective Trust | — | — | — | $1.2M | 7.7% | |
| Large Cap Growth Fund II R1 Common Collective Trust | — | — | — | $698K | 4.3% | |
| Voya RIAC MyCompass American Funds 2045 T Date R6 | — | — | — | $689K | 4.3% | |
| Voya RIAC Vanguard Developing Markets Index Fund Adm | — | — | — | $559K | 3.5% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $559K | 3.5% | |
| Voya RIAC American Funds New World R6 | — | — | — | $533K | 3.3% | |
| Voya RIAC MyCompass American Funds 2040 T Date R6 | — | — | — | $519K | 3.2% | |
| Voya RIAC MyCompass American Funds 2065 T Date R6 | — | — | — | $464K | 2.9% | |
| MyCompass Amer Fds 2035 Fd R Common Collective Trust | — | — | — | $453K | 2.8% | |
| Voya RIAC American Funds New Perspective R6 | — | — | — | $323K | 2.0% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $323K | 2.0% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $272K | 1.7% | |
| Voya RIAC MFS Research International Fund R6 | — | — | — | $247K | 1.5% | |
| Voya RIAC Vanguard Windsor Fund Adm | — | — | — | $236K | 1.5% | |
| Vangrd Windsor Fund Adm Registered Investment Company | — | — | — | $236K | 1.5% | |
| Voya RIAC DFA Real Estate Securities Port Institution | — | — | — | $202K | 1.3% | |
| Voya RIAC Black Rock Sst Adv Lg Cap Cr Fd K | — | — | — | $161K | 1.0% | |
| Voya RIAC Vanguard Mid-Cap Index Fund Adm | — | — | — | $159K | 1.0% | |
| Voya RIAC Calvert Grow th Allocation Fund R6 | — | — | — | $141K | 0.9% | |
| PGIM Total Return Bond Fund R6 Registered Investment Company | — | — | — | $104K | 0.6% | |
| Voya RIAC Vanguard Total Bond Market Index Fund Adm | — | — | — | $103K | 0.6% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $103K | 0.6% | |
| Voya RIAC Vanguard Mid-Cap Value Index Fund Adm | — | — | — | $96K | 0.6% | |
| Voya RIAC Vanguard Small-Cap Grow th Fund Adm | — | — | — | $90K | 0.6% | |
| Vangrd Sm-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $90K | 0.6% | |
| MyCompass Amer Fds 2010 Fd R Common Collective Trust | — | — | — | $85K | 0.5% | |
| MyCompass Amer Fds 2025 Fd R Common Collective Trust $53 MyCompass Amer Fds 2030 Fd R Common Collective Trust | — | — | — | $47K | 0.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $91 LOAN FUND Participant Loans - Rates 8.50% to 8.50% | — | — | — | $47K | 0.3% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Cap Wd Bd R6 Registered Investment Company | — | — | — | $45K | 0.3% | |
| Mid Cap Growth Fund R1 Common Collective Trust | — | — | — | $43K | 0.3% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $41K | 0.3% | |
| Voya RIAC Hartford Climate Opport Fund R6 | — | — | — | $28K | 0.2% | |
| Voya RIAC Vanguard Small-Cap VI Index Fund Adm | — | — | — | $27K | 0.2% | |
| (Held at End of Year) BULLY PULPIT INTERACTIVE LLC 401(K) PLAN EIN#27-0860668 Plan# 001 PIMCO Total Return ESG Fd Inst Registered Investment Company | — | — | — | $10K | <0.1% | |
| Fidelity Mid Cap Growth Idx Fd Registered Investment Company | — | — | — | $2K | <0.1% |