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Original filing (PDF)20250616191321NAL0001154289001
WIDEOPENWEST FINANCE, LLC
Form 5500
FILING_RECEIVED
WIDEOPENWEST 401(K) PLAN
401(k) retirement plan
Active participants
1,563
Accounts w/ balance
1,473
Plan assets (EOY)
$139.8M
Net assets (EOY)
$139.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIDEOPENWEST FINANCE, LLC.
Plan sponsor
Name
WIDEOPENWEST FINANCE, LLC
EIN
31-1811298
Address
7887 EAST BELLEVIEW AVE · SUITE 1000 · ENGLEWOOD, CO · 80111
Phone
(720) 479-3530
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
2025-06-16
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
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $144K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $40K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT/AUDITOR | $11K | — |
Investments
24 direct securities · 2 pooled funds· $141.8M(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
$132.5M
23 holdings
Guaranteed Income / GIC
$4.7M
1 holding
Pooled Separate Account
$4.7M
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $21.8M | 15.6% | |
| T. Rowe Price Institutional Large Cap Growth Fund | — | — | — | $21.2M | 15.2% | |
| PIMCO RealPath Blend 2040 Fund | — | — | — | $12.1M | 8.6% | |
| PIMCO RealPath Blend 2045 Fund | — | — | — | $11.4M | 8.2% | |
| PIMCO RealPath Blend 2035 Fund | — | — | — | $10.8M | 7.7% | |
| PIMCO RealPath Blend 2030 Fund | — | — | — | $7.7M | 5.5% | |
| PIMCO RealPath Blend 2050 Fund | — | — | — | $7.1M | 5.1% | |
| Fidelity Extended Market Index | — | — | — | $5.9M | 4.3% | |
| PIMCO RealPath Blend 2025 Fund | — | — | — | $5.6M | 4.0% | |
| Registered Investment Companies Vanguard Equity Income | — | — | — | $5.3M | 3.8% | |
| PIMCO RealPath Blend 2055 Fund | — | — | — | $4.7M | 3.4% | |
| * New York Life Insurance Company Anchor Account, gross crediting rate of 3.73% | Guaranteed Income / GIC | — | — | $4.7M | 3.3% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4.7M | 3.3% | |
| DFA US Small Cap Portfolio – Institutional Class | — | — | — | $4.2M | 3.0% | |
| MFS International Diversification | — | — | — | $4.0M | 2.9% | |
| PIMCO RealPath Blend Income Institutional | — | — | — | $1.8M | 1.3% | |
| Fidelity US Bond Index | — | — | — | $1.7M | 1.2% | |
| PIMCO RealPath Blend 2060 Fund | — | — | — | $1.5M | 1.1% | |
| Putnam High Yield Trust Fund - Class Y | — | — | — | $1.3M | 0.9% | |
| PIMCO Foreign Bond Fund (USD Hedged) – Institutional Class | — | — | — | $892K | 0.6% | |
| Fidelity International Index | — | — | — | $832K | 0.6% | |
| PIMCO Income Institutional | — | — | — | $789K | 0.6% | |
| Eaton Vance Atlanta Capital SMID-Cap R6 | — | — | — | $769K | 0.5% | |
| Vanguard Federal Money Market Fund ** 109 MFS Mid Cap Value | — | — | — | $533K | 0.4% | |
| PGIM Prudential Global Real Estate Fund – Class Z | — | — | — | $412K | 0.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |