Original filing (PDF)20251014153020NAL0004397360001

Hybrid Promotions, LLC

Name: Hybrid Promotions, LLC — Hybrid Promotions, LLC, Form 5500 (2024)
Creator: Hybrid Promotions, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hybrid Promotions, LLC Incentive Savings Plan

401(k) retirement plan · Hybrid Promotions, LLC's Hybrid Promotions, LLC Incentive Savings Plan held $35.9M in plan assets for 436 participants in 2024, with Transamerica as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issued6 service providers

Active participants

436

Accounts w/ balance

624

Plan assets (EOY)

$35.9M

Net assets (EOY)

$35.9M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (16th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HYBRID PROMOTIONS, LLC.

Plan sponsor

Name

HYBRID PROMOTIONS, LLC

EIN

33-0838747all filings

Address

10700 VALLEY VIEW STREET · CYPRESS, CA · 90630

Phone

(714) 952-3866

Industry

Wholesale Trade

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$173K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MESIROW FINANCIAL, INC.	36-3194849	—	INVESTMENT ADVISORY-PLAN	$7K	—

Investments

30 direct securities· $35.9M(100% of reported assets)

Mutual Funds

$14.9M

10 holdings

Other securities

$8.3M

18 holdings

Common Collective Trusts

$8.1M

1 holding

Stable Value

$4.5M

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$8.1M	22.7%
Vanguard Total International Stock Index Admiral Shares	Mutual Funds	—	—	$6.5M	18.0%
Transamerica Stable Value Strategy Option	Stable Value	—	—	$4.5M	12.7%
Vanguard Small Cap Index Admiral Shares	Mutual Funds	—	—	$4.0M	11.1%
T. Rowe Price T. Rowe Price Capital Appreciation I	Other securities	—	—	$1.4M	3.9%
Mass Mutual MassMutual Inflation-Protected and Income Fund I	Other securities	—	—	$1.4M	3.9%
PGIM Total Return Bond R6	Other securities	—	—	$1.3M	3.6%
American Funds American Funds American Mutual R6	Mutual Funds	—	—	$923K	2.6%
BlackRock Funds BlackRock Commodity Strategies Institutional Shares	Other securities	—	—	$922K	2.6%
DFA Real Estate Securities DFA Real Estate Securities I	Mutual Funds	—	—	$905K	2.5%
Vanguard Mid Cap Index Admiral Shares	Mutual Funds	—	—	$787K	2.2%
American Century Investments American Century Mid Cap Value R6	Other securities	—	—	$666K	1.9%
BlackRock Funds BlackRock Mid-Cap Growth Equity Institutional Shares	Other securities	—	—	$604K	1.7%
Invesco EQV Emerging Markets All Cap R5	Mutual Funds	—	—	$593K	1.7%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$565K	1.6%
Fidelity Investments Fidelity Small Cap Value	Mutual Funds	—	—	$483K	1.3%
T. Rowe Price T. Rowe Price Growth Stock I	Other securities	—	—	$439K	1.2%
NYLI MacKay High Yield Corporate Bond Fund Class R6	Other securities	—	—	$394K	1.1%
maturing through November 2029	Other securities	—	—	$358K	1.0%
BlackRock Funds BlackRock LifePath Index 2030 K	Other securities	—	—	$258K	0.7%
BlackRock Funds BlackRock LifePath Index 2040 K	Other securities	—	—	$226K	0.6%
Vanguard Total International Bond Index Admiral Shares	Mutual Funds	—	—	$168K	0.5%
BlackRock Funds BlackRock LifePath Index 2060 K	Other securities	—	—	$105K	0.3%
Kaufmann Funds Federated Hermes Kaufmann Small Cap Fund Institutional Shares	Other securities	—	—	$74K	0.2%
BlackRock Funds BlackRock LifePath Index 2045 K	Other securities	—	—	$66K	0.2%
BlackRock Funds BlackRock LifePath Index 2035 K	Other securities	—	—	$52K	0.1%
American Funds American Funds SMALLCAP World R6	Mutual Funds	—	—	$46K	0.1%
BlackRock Funds BlackRock LifePath Index 2050 K	Other securities	—	—	$33K	<0.1%
BlackRock Funds BlackRock LifePath Index 2055 K	Other securities	—	—	$10K	<0.1%
BlackRock Funds BlackRock LifePath Index Retirement K	Other securities	—	—	$8K	<0.1%