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Original filing (PDF)20251007223827NAL0005028273001
AL MEDIA LLC
Form 5500
FILING_RECEIVED
AL MEDIA LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
41
Accounts w/ balance
98
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds 2035 Target Date Fund R Mtutual Fund" is 26% of plan.
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AL MEDIA LLC.
Plan sponsor
Name
AL MEDIA LLC
EIN
36-4230473
Address
222 W. ONTARIO ST. SUITE 600 · CHICAGO, IL · 60654
Phone
(312) 787-3322
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITLA GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $19K | — |
Investments
24 direct securities· $4.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R Mtutual Fund | — | — | — | $1.3M | 26.5% | |
| American Funds 2040 Target Date Fund R Mtutual Fund | — | — | — | $766K | 16.0% | |
| American Funds 2055 Target Date Fund R Mtutual Fund | — | — | — | $728K | 15.2% | |
| American Funds Growth Fund Of Amer R Mtutual Fund | — | — | — | $434K | 9.1% | |
| American Funds 2050 Target Date Fund R Mtutual Fund | — | — | — | $315K | 6.6% | |
| American Funds 2025 Target Date Fund R Mtutual Fund ** 667 * American Funds 2030 Target Date Fund R Mtutual Fund | — | — | — | $253K | 5.3% | |
| American Funds 2045 Target Date Fund R Mtutual Fund | — | — | — | $199K | 4.2% | |
| Vanguard 500 Index Fund - Admiral Mtutual Fund | — | — | — | $168K | 3.5% | |
| American Funds Washington Mutual R6 Mtutual Fund | — | — | — | $138K | 2.9% | |
| American Funds Europacific Gr R6 Mtutual Fund | — | — | — | $110K | 2.3% | |
| American Funds Fundamental Investors R6 Mtutual Fund | — | — | — | $93K | 1.9% | |
| American Funds 2060 Target Date Fund R Mtutual Fund | — | — | — | $90K | 1.9% | |
| American Funds 2065 Target Date Fund R Mtutual Fund | — | — | — | $58K | 1.2% | |
| American Funds Us Govt Money Market R Mtutual Fund | — | — | — | $44K | 0.9% | |
| American Funds Capital Inc Bldr R6 Mtutual Fund | — | — | — | $44K | 0.9% | |
| Cash Interest Bearing Cash | — | — | — | $39K | 0.8% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | — | — | — | $33K | 0.7% | |
| American Funds 2070 Target Date Fund R Mtutual Fund ** 395 * American Funds American Balanced R6 Mtutual Fund | — | — | — | $15K | 0.3% | |
| Notes receivable from participants Bearing interest at 9.00%-9.75% - | — | — | — | $9K | 0.2% | |
| American Funds 2020 Target Date Fund R Mtutual Fund | — | — | — | $8K | 0.2% | |
| American Funds Smallcap World R6 Mtutual Fund | — | — | — | $3K | <0.1% | |
| American Funds Us Government Sec R6 Mtutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Balanced Index Fund - Admiral Mtutual Fund ** 179 * Vanguard Small Cap Index Fund - Admira Mtutual Fund ** 177 * Vanguard Total Bond Market Index Admir Mtutual Fund | — | — | — | $3K | <0.1% | |
| American Funds 2015 Target Date Fund R Mtutual Fund | — | — | — | $1K | <0.1% |
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