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Original filing (PDF)20250728093133NAL0001775937001
PUBMARK, INC.
Form 5500
FILING_RECEIVED
BOOKBUB RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
132
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUBMARK, INC..
Plan sponsor
Name
PUBMARK, INC.
EIN
45-4943208
Address
1 BROADWAY · 14TH FLOOR · CAMBRIDGE, MA · 02142
Phone
(978) 795-4277
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
2025-07-28
Pension benefit codes
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
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $255 | — |
Investments
28 direct securities· $12.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $2.5M | 20.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.5M | 12.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.4M | 11.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.4M | 11.5% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.2M | 9.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $694K | 5.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $554K | 4.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $392K | 3.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $277K | 2.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $272K | 2.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $271K | 2.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $223K | 1.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $211K | 1.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $205K | 1.7% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $187K | 1.5% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $173K | 1.4% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $165K | 1.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $157K | 1.3% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $149K | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $59K | 0.5% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $46K | 0.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $41K | 0.3% | |
| Vanguard Long-Term Treasury Index Adm Vanguard 0 760 Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $30K | 0.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $21K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 340 Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $19K | 0.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $7K | <0.1% | |
| Vanguard Long-Term Bond Index Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| Vanguard Short-Term Treasury Idx Adm Vanguard 0 | — | — | — | $2K | <0.1% |
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