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Original filing (PDF)20251009155109NAL0007242241001
AB PAC
Form 5500
FILING_RECEIVED
MEDIA ADVOCATES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
159
Accounts w/ balance
329
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AB PAC.
Plan sponsor
Name
AB PAC
EIN
27-4819166
Address
800 MAINE AVE SW SUITE 400 · WASHINGTON, DC · 20024
Phone
(202) 756-4120
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
2025-10-09
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)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MATTHEWS, CARTER & BOYCE, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | SERVICE PROVIDER | $0 | — |
Investments
35 direct securities · 1 pooled fund· $22.0M(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
$11.6M
35 holdings
Pooled Separate Account
$10.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ADAPTOR CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.4M | 89.8% | |
| Vanguard 500 Index Fund Admiral Shares N/A | — | — | — | $2.4M | 20.4% | |
| American Funds American Funds 2045 Target Date Retirement Fund N/A | — | — | — | $1.9M | 16.6% | |
| American Funds American Funds 2025 Target Date Retirement Fund N/A | — | — | — | $1.3M | 10.9% | |
| Voya Fixed Account N/A | — | — | — | $1.1M | 9.3% | |
| American Funds American Funds 2055 Target Date Retirement Fund N/A | — | — | — | $788K | 6.8% | |
| American Funds American Funds 2035 Target Date Retirement Fund N/A | — | — | — | $673K | 5.8% | |
| J.P. Morgan J.P. Morgan Large Cap Growth Fund N/A | — | — | — | $587K | 5.1% | |
| American Funds American Funds 2060 Target Date Retirement Fund N/A | — | — | — | $360K | 3.1% | |
| J.P. Morgan J.P. Morgan Large Cap Value Fund N/A | — | — | — | $331K | 2.9% | |
| American Funds American Funds 2050 Target Date Retirement Fund N/A | — | — | — | $325K | 2.8% | |
| MFS International Growth R6 N/A | — | — | — | $273K | 2.4% | |
| J.P. Morgan J.P. Morgan Small Cap Blend Fund N/A | — | — | — | $252K | 2.2% | |
| PGIM U.S. Real Estate Fund N/A | — | — | — | $238K | 2.0% | |
| American Funds American Funds Moderate Growth and Income Portfolio N/A | — | — | — | $173K | 1.5% | |
| Hartford Dividend and Growth R6 N/A | — | — | — | $158K | 1.4% | |
| American Funds American Funds 2065 Target Date Retirement Fund N/A | — | — | — | $153K | 1.3% | |
| J.P. Morgan J.P. Morgan Mid Cap Growth Fund N/A | — | — | — | $122K | 1.1% | |
| American Funds American Funds 2040 Target Date Retirement Fund N/A | — | — | — | $120K | 1.0% | |
| Participant loans Notes Receivable with interest rates from 4.25% to 9.5% - | — | — | — | $66K | 0.6% | |
| American Century Mid-Cap Value Fund R6 N/A | — | — | — | $42K | 0.4% | |
| Vanguard LifeStrategy Moderate Growth Fund N/A | — | — | — | $41K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares N/A | — | — | — | $35K | 0.3% | |
| Vanguard High-Yield Corporate Fund Admiral Shares N/A | — | — | — | $27K | 0.2% | |
| Vanguard Emerging Markets stock index Fund - Adm. Shs. N/A | — | — | — | $25K | 0.2% | |
| American Funds American Funds New Perspective R6 N/A | — | — | — | $22K | 0.2% | |
| Pioneer Strategic Income Fund K N/A | — | — | — | $20K | 0.2% | |
| American Funds American Funds 2010 Target Date Retirement Fund N/A | — | — | — | $17K | 0.1% | |
| Vanguard Total International Stock Index Fund N/A | — | — | — | $17K | 0.1% | |
| Vanguard LifeStrategy Growth Fund N/A | — | — | — | $14K | 0.1% | |
| American Funds American Funds 2030 Target Date Retirement Fund N/A | — | — | — | $9K | <0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares N/A | — | — | — | $9K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares N/A | — | — | — | $8K | <0.1% | |
| Voya Government Money Market Fund - Class A N/A | — | — | — | $8K | <0.1% | |
| Vanguard LifeStrategy Income Fund N/A | — | — | — | $2K | <0.1% | |
| Vanguard Total International Bond Index Fund N/A | — | — | — | $2K | <0.1% |
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