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Original filing (PDF)20251015143543NAL0009768066001
WEIGEL BROADCASTING CO.
Form 5500
FILING_RECEIVED
WEIGEL BROADCASTING CO. EMPLOYEES PROFIT SHARING AND 401K PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
518
Accounts w/ balance
614
Plan assets (EOY)
$53.7M
Net assets (EOY)
$53.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 52% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEIGEL BROADCASTING CO..
Plan sponsor
Name
WEIGEL BROADCASTING CO.
EIN
36-2497545
Address
26 NORTH HALSTED ST · CHICAGO, IL · 60661
Phone
(312) 705-2613
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $73K | — |
| CREATIVE PLANNING LLC | — | OAK BROOK, IL | NONE | $58K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $53.9M(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
$52.6M
29 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity® Growth Company | — | — | — | $6.6M | 12.3% | |
| Vanguard Institutional Index I | — | — | — | $5.6M | 10.3% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $3.6M | 6.7% | |
| Vanguard Equity-Income Adm | — | — | — | $3.3M | 6.1% | |
| Vanguard Federal Money Market Investor | — | — | — | $2.8M | 5.3% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $2.6M | 4.8% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $2.6M | 4.8% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $2.1M | 4.0% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $2.0M | 3.8% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.9M | 3.5% | |
| American Funds Europacific Growth R6 | — | — | — | $1.6M | 2.9% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $1.5M | 2.8% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $1.5M | 2.8% | |
| John Hancock Disciplined Value Mid Cap R6 | — | — | — | $1.5M | 2.7% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $1.5M | 2.7% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.4M | 2.6% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $1.4M | 2.5% | |
| John Hancock Trust Company | — | — | — | $1.3M | 2.4% | |
| JHTC CORE PLUS FIXED INCOME FUND JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 004 | Common Collective Trust | — | — | $1.3M | 2.4% | |
| Fidelity® Low-Priced Stock | — | — | — | $1.1M | 2.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $1.1M | 2.0% | |
| Vanguard Extended Market Index Admiral | — | — | — | $1.0M | 1.9% | |
| Vanguard GNMA Adm | — | — | — | $911K | 1.7% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $862K | 1.6% | |
| American Beacon Small Cap Value Instl | — | — | — | $820K | 1.5% | |
| Franklin Gold and Precious Metals R6 | — | — | — | $519K | 1.0% | |
| Vanguard Real Estate Index Admiral | — | — | — | $454K | 0.8% | |
| Principal-Sm/Cap Gr I-R6 | — | — | — | $451K | 0.8% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $390K | 0.7% | |
| Participant Loans | — | — | — | $276K | 0.5% |
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