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Original filing (PDF)20251015094344NAL0005696784001
GOOD KARMA BROADCASTING, LLC
Form 5500
FILING_RECEIVED
GOOD KARMA BROADCASTING, LLC EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
475
Accounts w/ balance
548
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 116% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOOD KARMA BROADCASTING, LLC.
Plan sponsor
Name
GOOD KARMA BROADCASTING, LLC
EIN
39-1912697
Address
301 W WISCONSIN AVENUE · SUITE 200 · MILWAUKEE, WI · 53203
Phone
(414) 209-3100
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VRAKAS CPAS | 39-1453055 | — | ACCOUNTANT | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANNEX WEALTH MANAGEMENT, LLC | 68-0524298 | — | INVESTMENT/FINANCIAL ADVI | $42K | — |
Investments
26 direct securities · 1 pooled fund· $19.0M(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.
Registered Investment Companies
$18.9M
26 holdings
Common Collective Trust
$79K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $3.3M | 17.5% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $1.9M | 10.0% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.5M | 8.1% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $1.4M | 7.3% | |
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $1.4M | 7.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $1.1M | 5.9% | |
| STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $967K | 5.1% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $893K | 4.7% | |
| STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $882K | 4.6% | |
| STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $702K | 3.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $580K | 3.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $530K | 2.8% | |
| SST GLOBAL AC EQ EX-US IDX K | Registered Investment Companies | — | — | $486K | 2.6% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $340K | 1.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $327K | 1.7% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $267K | 1.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $218K | 1.1% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $163K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $156K | 0.8% | |
| ARTISAN HIGH INCOME INSTL | Registered Investment Companies | — | — | $151K | 0.8% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $139K | 0.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $95K | 0.5% | |
| STATE STREET AGGREGATE BD ID K | Registered Investment Companies | — | — | $86K | 0.5% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $79K | 0.4% | |
| STATE ST TARGET RETIREMENT K | Registered Investment Companies | — | — | $27K | 0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $13K | <0.1% |
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