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Original filing (PDF)20251003100903NAL0001255169001
COMBINED PUBLIC COMMUNICATIONS
Form 5500
FILING_RECEIVED
COMBINED PUBLIC COMMUNICATIONS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
261
Accounts w/ balance
129
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- 68 bps in Schedule C fees — 133% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMBINED PUBLIC COMMUNICATIONS.
Plan sponsor
Name
COMBINED PUBLIC COMMUNICATIONS
EIN
31-1421854
Address
100 AQUA DRIVE · COLD SPRING, KY · 41076
Phone
(859) 547-5462
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
2025-10-03
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)
Audit & trust (Schedule H)
Auditor
KATZ SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS | 36-7364489 | — | NONE | $61K | — |
| PENSION CORPORATION OF AMERICA | 31-1360674 | — | NONE | $7K | — |
Investments
27 direct securities · 1 pooled fund· $10.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.0M
27 holdings
Common Collective Trust
$82K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES BlackRock Global Allocation Fund, Inc. Institutional Shares 105,069 | — | — | — | $2.0M | 19.5% | |
| Fidelity Freedom 2065 Fund Class K6 21 ** 275 First Eagle Global Fund Class R6 21,537 | — | — | — | $1.5M | 14.4% | |
| FPA Crescent Fund 32,703 | — | — | — | $1.3M | 13.0% | |
| Oakmark Equity and Income Fund R6 Class 29,041 | — | — | — | $1.0M | 10.3% | |
| First Eagle Global Income Builder Fund Class A 47,251 | — | — | — | $618K | 6.1% | |
| Fidelity Freedom 2035 Fund Class K6 34,403 | — | — | — | $536K | 5.3% | |
| TCW MetWest Total Return Bond Fund Class I 36,023 | — | — | — | $320K | 3.2% | |
| PIMCO Income Fund Institutional Class 27,786 | — | — | — | $292K | 2.9% | |
| Vanguard Value Index Fund Admiral Shares 3,953 | — | — | — | $261K | 2.6% | |
| iShares S&P 500 Index Fund Class K 372 | — | — | — | $256K | 2.5% | |
| JPMorgan Core Plus Bond Fund Class R6 34,597 | — | — | — | $246K | 2.4% | |
| Janus Henderson Forth Fund Class N 3,889 | — | — | — | $223K | 2.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through November 2029 0 | — | — | — | $188K | 1.9% | |
| The Hartford International Opportunities Fund Class R6 9,675 | — | — | — | $186K | 1.8% | |
| Fidelity Freedom 2040 Fund Class K6 15,586 | — | — | — | $179K | 1.8% | |
| Vanguard Growth Index Fund Admiral Shares 773 | — | — | — | $163K | 1.6% | |
| Fidelity Freedom 2055 Fund Class K6 9,750 | — | — | — | $154K | 1.5% | |
| PIMCO GNMA and Government Securities Fund Institutional Clas 15,156 | — | — | — | $139K | 1.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 377 | — | — | — | $123K | 1.2% | |
| Fidelity Freedom 2060 Fund Class K6 7,490 | — | — | — | $108K | 1.1% | |
| Fidelity Freedom 2030 Fund Class K6 5,665 | — | — | — | $99K | 1.0% | |
| MORLEY STABLE VALUE FUND 25 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $82K | 0.8% | |
| Vanguard Small-Cap Index Fund Admiral Shares 625 | — | — | — | $72K | 0.7% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares 660 | — | — | — | $24K | 0.2% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market 7,732 | — | — | — | $8K | <0.1% | |
| Fidelity Freedom 2050 Fund Class K6 563 | — | — | — | $8K | <0.1% | |
| Fidelity Freedom 2045 Fund Class K6 305 | — | — | — | $4K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares 351 | — | — | — | $4K | <0.1% |
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