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Original filing (PDF)20250603104719NAL0007176259001
AIM MEDIA TEXAS OPERATING, LLC
Form 5500
FILING_RECEIVED
AIM MEDIA 401(K) PLAN
401(k) retirement plan
Active participants
406
Accounts w/ balance
519
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIM MEDIA TEXAS OPERATING, LLC.
Plan sponsor
Name
AIM MEDIA TEXAS OPERATING, LLC
EIN
45-4496674
Address
5956 SHERRY LANE · SUITE 100 · DALLAS, TX · 75225
Phone
(956) 683-4090
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
2025-06-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROBERTSON & ROBERTSON PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERTSON & ROBERTSON, PLLC | 26-1631123 | — | ACCOUNTANT/AUDITOR | $16K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE | 34-0575300 | — | ATTORNEY/LEGAL | $6K | — |
Investments
22 direct securities · 1 pooled fund· $18.0M(92% 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
$16.5M
22 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom® Index 2030 Fund Institutional Premium Class | — | — | — | $3.2M | 16.4% | |
| Fidelity Investments Fidelity Freedom® Index 2025 Fund Institutional Premium Class | — | — | — | $2.5M | 12.8% | |
| Fidelity Investments Fidelity Freedom® Index 2035 Fund Institutional Premium Class | — | — | — | $2.1M | 10.8% | |
| Fidelity Investments Fidelity Freedom® Index 2040 Fund Institutional Premium Class | — | — | — | $1.6M | 8.0% | |
| Fidelity Investments Fidelity Freedom® Index 2020 Fund Institutional Premium Class | — | — | — | $1.5M | 7.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 7.5% | |
| Fidelity Investments Fidelity Freedom® Index 2050 Fund Institutional Premium Class | — | — | — | $1.3M | 6.4% | |
| Fidelity Investments Fidelity Freedom® Index 2015 Fund Institutional Premium Class | — | — | — | $825K | 4.2% | |
| Fidelity Investments Fidelity Freedom® Index 2055 Fund Institutional Premium Class | — | — | — | $760K | 3.9% | |
| Fidelity Investments Fidelity Freedom® Index Income Fund Institutional Prem Class | — | — | — | $529K | 2.7% | |
| Fidelity Investments Fidelity® Blue Chip Growth Fund Class K | — | — | — | $465K | 2.4% | |
| Fidelity Investments Fidelity Freedom® Index 2060 Fund Institutional Premium Class | — | — | — | $383K | 2.0% | |
| Participant Loans Interest rates ranging from 4.25% to -0- | — | — | — | $339K | 1.7% | |
| Fidelity Investments Fidelity® 500 Index Fund | — | — | — | $320K | 1.6% | |
| Fidelity Investments Fidelity® Small Cap Index Fund | — | — | — | $170K | 0.9% | |
| Fidelity Investments Fidelity Freedom® Index 2065 Fund Institutional Premium Class | — | — | — | $161K | 0.8% | |
| PGIM Investments LLC PGIM Total Return Bond Fund -Class R6 | — | — | — | $161K | 0.8% | |
| Fidelity Investments Fidelity® Mid Cap Index Fund | — | — | — | $98K | 0.5% | |
| American Funds American Funds EuroPacific Growth Fund® Class R-5 | — | — | — | $55K | 0.3% | |
| Fidelity Investments Fidelity Freedom® Index 2070 Fund Institutional Premium Class ** 519 American Funds American Funds Washington Mutual Investors Fund Class R-5 | — | — | — | $45K | 0.2% | |
| Carillon Tower Advisers, Inc. Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $13K | <0.1% | |
| American Funds American Funds New World Fund® Class R-5 | — | — | — | $7K | <0.1% | |
| Massachusetts Financial Serv Co MFS Mid Cap Value Fund Class R6 | — | — | — | $5K | <0.1% |
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