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Original filing (PDF)20251014171351NAL0003364689001
COMMUNITY MEDIA GROUP MANAGEMENT SERVICES, INC.
Form 5500
FILING_RECEIVED
COMMUNITY MEDIA GROUP MANAGEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
52% in single holding
Active participants
410
Accounts w/ balance
524
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
29 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom 2070 K .. 136 -0-" is 52% of plan.
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY MEDIA GROUP MANAGEMENT SERVICES, INC..
Plan sponsor
Name
COMMUNITY MEDIA GROUP MANAGEMENT SERVICES, INC.
EIN
37-1354652
Address
PO BOX 10 · WEST FRANKFORT, IL · 628960010
Phone
(618) 937-6412
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
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KERBER ECK & BRAECKEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Investments
29 direct securities· $15.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2070 K .. 136 -0- | — | — | — | $8.2M | 98.1% | |
| Fidelity Freedom 2025 K .. | — | — | — | $2.3M | 27.8% | |
| Fidelity Freedom 2030 K 851,nl Fidelity Freedom 2035 K .. | — | — | — | $1.1M | 12.7% | |
| Fidelity Freedom 2045 K .. | — | — | — | $602K | 7.2% | |
| Fidelity Freedom 2020 K | — | — | — | $571K | 6.9% | |
| Fidelity Freedom 2015 K .. | — | — | — | $498K | 6.0% | |
| Fidelity Freedom 2040 K .. | — | — | — | $401K | 4.8% | |
| FID 500 Index | — | — | — | $353K | 4.2% | |
| Fidelity Leveraged Co Stock 28,SOl Fidelity Balanced | — | — | — | $327K | 3.9% | |
| Fidelity Freedom 2050 K | — | — | — | $259K | 3.1% | |
| Participant loans 6.00% interest rate | — | — | — | $159K | 1.9% | |
| Fidelity Freedom 2055 K | — | — | — | $133K | 1.6% | |
| Fidelity Management Trust Company Money Market Funds Fidelity Retirement Money Market | — | — | — | $132K | 1.6% | |
| Fidelity Capital Appreciation .. | — | — | — | $124K | 1.5% | |
| Fidelity Freedom 2060 K .. | — | — | — | $96K | 1.2% | |
| Fidelity Small Cap Value | — | — | — | $84K | 1.0% | |
| FID Extd Mkt ldx | — | — | — | $61K | 0.7% | |
| FID US Bond ldx .. | — | — | — | $57K | 0.7% | |
| Fidelity Intl Discovery .. | — | — | — | $45K | 0.5% | |
| Fidelity Management Trust Company Mutual Funds Fidelity Capital and Income | — | — | — | $43K | 0.5% | |
| Fidelity Freedom 2065 K .. | — | — | — | $29K | 0.3% | |
| Fidelity Value .. | — | — | — | $24K | 0.3% | |
| Fidelity Stock Selector Small Cap .. | — | — | — | $22K | 0.3% | |
| FID Intl Index .. | — | — | — | $15K | 0.2% | |
| Fidelity Freedom 2005 K Fidelity Freedom 2010 K | — | — | — | $14K | 0.2% | |
| Fidelity Strategic Income | — | — | — | $10K | 0.1% | |
| Fidelity Advisor Stock Selector Mid Cap | — | — | — | $9K | 0.1% | |
| Fidelity Stock Selector Large Cap Value Fidelity Blue Chip Value .. | — | — | — | $7K | <0.1% | |
| Fidelity Freedom INC K | — | — | — | $6K | <0.1% |
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