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Original filing (PDF)20250730161321NAL0004350001001
HUBBARD BROADCASTING, INC.
Form 5500
FILING_RECEIVED
HBI 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,712
Accounts w/ balance
2,441
Plan assets (EOY)
$383.9M
Net assets (EOY)
$383.9M
How this plan invests
This plan
17 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUBBARD BROADCASTING, INC..
Plan sponsor
Name
HUBBARD BROADCASTING, INC.
EIN
41-1427680
Address
3415 UNIVERSITY AVENUE · ST. PAUL, MN · 551142099
Phone
(651) 646-5555
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
2025-07-30
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
OLSEN THIELEN & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $90K | — |
Investments
23 direct securities · 17 pooled funds· $533.2M(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
$368.8M
23 holdings
Common Collective Trust
$164.5M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target 2045 | — | — | — | $81.5M | 21.2% | |
| Vanguard Target 2025 | — | — | — | $48.9M | 12.7% | |
| Vanguard Target 2050 | — | — | — | $32.1M | 8.4% | |
| Fidelity Intermediate Bond | — | — | — | $23.7M | 6.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $23.7M | 6.2% | |
| Fidelity Diversified International K6 Fund | — | — | — | $21.1M | 5.5% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $21.1M | 5.5% | |
| Fidelity Government Money Market Fund | — | — | — | $19.5M | 5.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $19.5M | 5.1% | |
| MFS New Discovery Value Fund Class R3 | — | — | — | $17.8M | 4.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $17.8M | 4.6% | |
| American Century Mid Cap Value Fund R6 | — | — | — | $17.5M | 4.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $17.5M | 4.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $15.8M | 4.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $15.8M | 4.1% | |
| Vanguard Target 2055 | — | — | — | $13.7M | 3.6% | |
| ClearBridge Small Cap Growth | — | — | — | $13.7M | 3.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $12.9M | 3.4% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $12.9M | 3.4% | |
| Vanguard Target 2060 | — | — | — | $10.5M | 2.7% | |
| Fidelity Growth Company K6 Fund | — | — | — | $8.4M | 2.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $8.4M | 2.2% | |
| Goldman Sachs Intl Sm Cp Ins I | — | — | — | $5.3M | 1.4% | |
| Fidelity 500 Index Institutional Fund | — | — | — | $5.1M | 1.3% | |
| SMALL CAP GROWTH S GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $5.1M | 1.3% | |
| Fidelity Puritan Fund | — | — | — | $4.3M | 1.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.1% | |
| Vanguard Target 2035 | — | — | — | $4.2M | 1.1% | |
| IVY MID CAP GROWTH C SEI TRUST COMPANY · EIN 45-3036258 / PN 050 | Common Collective Trust | — | — | $4.2M | 1.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.0% | |
| Putnam Large Cap Value Trust IA | — | — | — | $3.6M | 0.9% | |
| Goldman Sachs Stable Value Collective Trust Fund | — | — | — | $3.5M | 0.9% | |
| GS STABLE VAL INSTS GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.5M | 0.9% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.7% | |
| Notes Receivable from Participants | — | — | — | $2.5M | 0.6% | |
| Vanguard Target 2040 | — | — | — | $1.8M | 0.5% | |
| Vanguard Target 2030 | — | — | — | $1.5M | 0.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
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