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Original filing (PDF)20251015182002NAL0002748947001
A MEDIUM CORPORATION
Form 5500
FILING_RECEIVED
MEDIUM 401(K) PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
273
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
20 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A MEDIUM CORPORATION.
Plan sponsor
Name
A MEDIUM CORPORATION
EIN
45-2768864
Address
3500 SOUTH DUPONT HIGHWAY · SUITE IQ-101 · DOVER, DE · 19901
Phone
(415) 328-8918
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THREE BELL CAPITAL LLC | — | LOS ALTOS, CA | NONE | $23K | — |
| THREE BELL CAPITAL | — | SAN FRANCISCO, CA | NONE | $8K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
20 direct securities· $15.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.3M | 22.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $3.3M | 21.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.1M | 14.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.8M | 11.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 17 Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $1.5M | 10.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $790K | 5.3% | |
| Vanguard Russell 1000 Growth ETF Vanguard 0 | — | — | — | $747K | 5.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $492K | 3.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $237K | 1.6% | |
| Vanguard Mid-Cap Value Index ETF Vanguard 0 | — | — | — | $135K | 0.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $129K | 0.9% | |
| Vanguard Total International Stock ETF Vanguard 0 | — | — | — | $105K | 0.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $102K | 0.7% | |
| Victory Core Plus Interm Bond R6 Victory 0 | — | — | — | $90K | 0.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $72K | 0.5% | |
| Vanguard FTSE Emerging Markets ETF Vanguard 0 | — | — | — | $57K | 0.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $43K | 0.3% | |
| Vanguard Total International Bond ETF Vanguard 0 | — | — | — | $32K | 0.2% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $7K | <0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $5K | <0.1% |
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