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Original filing (PDF)20251002104112NAL0000339281001
ISPOT.TV, INC.
Form 5500
FILING_RECEIVED
ISPOT.TV, INC. 401(K) PLAN
401(k) retirement plan
Active participants
406
Accounts w/ balance
495
Plan assets (EOY)
$45.2M
Net assets (EOY)
$45.2M
How this plan invests
This plan
5 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISPOT.TV, INC..
Plan sponsor
Name
ISPOT.TV, INC.
EIN
45-4786521
Address
15831 NE 8TH STREET · SUITE 100 · BELLEVUE, WA · 980082916
Phone
(425) 458-7092
Industry
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
2025-10-02
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES & ROTH, P.C.
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 | $55K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES LLC | 33-0785439 | — | INVESTMENT ADVISOR | $47K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Investments
22 direct securities · 5 pooled funds· $45.2M(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
$40.0M
22 holdings
Common Collective Trust
$5.2M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered investment companies | — | — | — | $7.8M | 17.2% | |
| Blackrock LifePath Index 2050 K Registered investment companies | — | — | — | $5.2M | 11.6% | |
| Blackrock LifePath Index 2045 K Registered investment companies | — | — | — | $5.2M | 11.5% | |
| Blackrock LifePath Index 2040 K Registered investment companies | — | — | — | $4.6M | 10.1% | |
| Blackrock LifePath Index 2055 K Registered investment companies | — | — | — | $4.2M | 9.2% | |
| Blackrock LifePath Index 2035 K Registered investment companies | — | — | — | $3.4M | 7.5% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.3M | 7.4% | |
| Blackrock LifePath Index 2060 K Registered investment companies | — | — | — | $2.7M | 5.9% | |
| Blackrock LifePath Index 2030 K Registered investment companies | — | — | — | $1.3M | 2.9% | |
| Fidelity Mid Cap Index Registered investment companies | — | — | — | $924K | 2.0% | |
| Fidelity GLB EX US Index Registered investment companies | — | — | — | $818K | 1.8% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $716K | 1.6% | |
| Blackrock LifePath Index 2065 K Registered investment companies | — | — | — | $702K | 1.6% | |
| Fidelity Small Cap Index Registered investment companies | — | — | — | $661K | 1.5% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $550K | 1.2% | |
| Fidelity US Bond Index Registered investment companies | — | — | — | $495K | 1.1% | |
| BlackRock LifePath Index Retirement K Registered investment companies | — | — | — | $383K | 0.8% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $359K | 0.8% | |
| Fidelity Emerging Markets Index Registered investment companies | — | — | — | $357K | 0.8% | |
| Fidelity Total Bond K6 Registered investment companies | — | — | — | $326K | 0.7% | |
| Notes receivable from participants * Participant loans Interest rate of 4.25% - 9.50% - | — | — | — | $322K | 0.7% | |
| Registered investment companies American Funds American Mutual R6 Registered investment companies | — | — | — | $313K | 0.7% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $286K | 0.6% | |
| Janice Henderson Flexible Bond N Registered investment companies | — | — | — | $259K | 0.6% | |
| Blackrock Inflation Protected Bond K Registered investment companies | — | — | — | $67K | 0.1% | |
| Principal MidCap Value I R6 Registered investment companies | — | — | — | $53K | 0.1% | |
| DFA Real Estate Securities I Registered investment companies | — | — | — | $7K | <0.1% |
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